PHPDX Mutual Fund

PHPDX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-0.74%
3 Months
+0.15%
6 Months
+3.25%
YTD
+8.89%
1 Year
+10.96%
3 Years (annualized)
+20.12%
5 Years (annualized)
+9.49%

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)
+8.89%
Peer Avg (YTD)
+6.70%
vs Peers
+2.19%

PHPDX Mutual Fund Performance

PHPDX performance across multiple time periods: 1-month -0.74%, YTD 8.89%, 1-year 10.96%, 3-year 20.12%, 5-year 9.49%.

PHPDX returns outperform the peer average of 6.70% 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.