PHPIX Mutual Fund

NAV$47.10

Returns Overview

1 Month
+21.07%
3 Months
+34.70%
6 Months
+25.55%
YTD
+28.37%
1 Year
+99.38%
3 Years (annualized)
+21.45%
5 Years (annualized)
+9.57%
10 Years (annualized)
+7.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+28.37%
Peer Avg (YTD)
+3.47%
vs Peers
+24.90%

PHPIX Mutual Fund Performance

PHPIX performance across multiple time periods: 1-month 21.07%, YTD 28.37%, 1-year 99.38%, 3-year 21.45%, 5-year 9.57%, 10-year 7.35%.

PHPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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