PHLQX Mutual Fund

PHLQX Mutual Fund

NAV$53.52
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Returns Overview

1 Month
-1.09%
3 Months
+12.90%
6 Months
+9.13%
YTD
+7.22%
1 Year
+36.63%
3 Years (annualized)
+14.53%
5 Years (annualized)
+6.58%
10 Years (annualized)
+11.94%

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
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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+6.74%
vs Peers
+0.48%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month -1.09%, YTD 7.22%, 1-year 36.63%, 3-year 14.53%, 5-year 6.58%, 10-year 11.94%.

PHLQX returns outperform the peer average of 6.74% 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.