PHLPX Mutual Fund

PHLPX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+1.01%
3 Months
+0.86%
6 Months
+1.33%
YTD
+1.98%
1 Year
+4.62%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.54%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+2.15%
vs Peers
-0.17%

PHLPX Mutual Fund Performance

PHLPX performance across multiple time periods: 1-month 1.01%, YTD 1.98%, 1-year 4.62%, 3-year 7.69%, 5-year 3.54%, 10-year 4.63%.

PHLPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

PHLPX vs another fund shows side-by-side returns. PHLPX alternatives are available in the Mutual Fund Screener.