PHPIX Mutual Fund

PHPIX Mutual Fund

NAV$43.23
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Returns Overview

1 Month
+2.83%
3 Months
+25.97%
6 Months
+32.36%
YTD
+29.10%
1 Year
+100.56%
3 Years (annualized)
+19.12%
5 Years (annualized)
+9.28%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPIX 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 Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+29.10%
Peer Avg (YTD)
+2.39%
vs Peers
+26.71%

PHPIX Mutual Fund Performance

PHPIX performance across multiple time periods: 1-month 2.83%, YTD 29.10%, 1-year 100.56%, 3-year 19.12%, 5-year 9.28%, 10-year 7.07%.

PHPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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