PHPDX Mutual Fund

PHPDX Mutual Fund

NAV$13.70
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Returns Overview

1 Month
-0.97%
3 Months
+3.09%
6 Months
+6.73%
YTD
+8.73%
1 Year
+18.99%
3 Years (annualized)
+17.11%
5 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPDX 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 Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+6.99%
vs Peers
+1.74%

PHPDX Mutual Fund Performance

PHPDX performance across multiple time periods: 1-month -0.97%, YTD 8.73%, 1-year 18.99%, 3-year 17.11%, 5-year 9.99%.

PHPDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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