PHNNX Mutual Fund

PHNNX Mutual Fund

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Returns Overview

1 Month
-0.31%
3 Months
+0.24%
6 Months
+0.56%
YTD
+0.93%
1 Year
+4.72%
3 Years (annualized)
+7.30%
5 Years (annualized)
+3.40%
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)
+0.93%
Peer Avg (YTD)
+0.12%
vs Peers
+0.81%

PHNNX Mutual Fund Performance

PHNNX performance across multiple time periods: 1-month -0.31%, YTD 0.93%, 1-year 4.72%, 3-year 7.30%, 5-year 3.40%, 10-year 4.67%.

PHNNX returns outperform the peer average of 0.12% 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.