PHLQX Mutual Fund

PHLQX Mutual Fund

NAV$55.16
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Returns Overview

1 Month
+5.57%
3 Months
+4.63%
6 Months
+18.14%
YTD
+12.19%
1 Year
+19.80%
3 Years (annualized)
+17.55%
5 Years (annualized)
+12.52%
10 Years (annualized)
+19.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLQX 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
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📉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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+12.19%
Peer Avg (YTD)
+12.41%
vs Peers
-0.21%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month 5.57%, YTD 12.19%, 1-year 19.80%, 3-year 17.55%, 5-year 12.52%, 10-year 19.80%.

PHLQX returns trail the peer average of 12.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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