PHNNX Mutual Fund

PHNNX Mutual Fund

NAV$7.75
See how much of PHNNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.26%
3 Months
-1.75%
6 Months
-1.52%
YTD
-0.84%
1 Year
+0.41%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHNNX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.84%
Peer Avg (YTD)
+1.93%
vs Peers
-2.76%

PHNNX Mutual Fund Performance

PHNNX performance across multiple time periods: 1-month -0.26%, YTD -0.84%, 1-year 0.41%, 3-year 7.48%, 5-year 3.01%, 10-year 4.67%.

PHNNX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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