PHMIX Mutual Fund

PHMIX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-1.59%
3 Months
+0.23%
6 Months
+1.13%
YTD
+1.77%
1 Year
+7.22%
3 Years (annualized)
+4.64%
5 Years (annualized)
+0.79%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHMIX 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
Bloomberg Barclays High Yield Municipal Bond Index(I22329US)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+0.23%
vs Peers
+1.54%

PHMIX Mutual Fund Performance

PHMIX performance across multiple time periods: 1-month -1.59%, YTD 1.77%, 1-year 7.22%, 3-year 4.64%, 5-year 0.79%, 10-year 3.24%.

PHMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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