PHNNX Mutual Fund

PHNNX Mutual Fund

NAV$7.75
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Returns Overview

1 Month
+1.00%
3 Months
+0.84%
6 Months
+1.30%
YTD
+1.95%
1 Year
+4.56%
3 Years (annualized)
+7.64%
5 Years (annualized)
+3.49%
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
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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)
+1.95%
Peer Avg (YTD)
+2.15%
vs Peers
-0.21%

PHNNX Mutual Fund Performance

PHNNX performance across multiple time periods: 1-month 1.00%, YTD 1.95%, 1-year 4.56%, 3-year 7.64%, 5-year 3.49%, 10-year 4.67%.

PHNNX returns trail the peer average of 2.15% 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.