PHPIX Mutual Fund

PHPIX Mutual Fund

NAV$39.31
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Returns Overview

1 Month
+5.55%
3 Months
+31.41%
6 Months
+32.74%
YTD
+36.27%
1 Year
+72.91%
3 Years (annualized)
+21.31%
5 Years (annualized)
+10.16%
10 Years (annualized)
+8.48%

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)
+36.27%
Peer Avg (YTD)
+4.75%
vs Peers
+31.52%

PHPIX Mutual Fund Performance

PHPIX performance across multiple time periods: 1-month 5.55%, YTD 36.27%, 1-year 72.91%, 3-year 21.31%, 5-year 10.16%, 10-year 8.48%.

PHPIX returns outperform the peer average of 4.75% 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.