PHPPX Mutual Fund

NAV$10.12

Returns Overview

1 Month
+0.38%
3 Months
+11.42%
6 Months
+13.61%
YTD
+9.13%
1 Year
+26.38%
3 Years (annualized)
+11.91%
5 Years (annualized)
+8.53%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPPX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+6.89%
vs Peers
+2.24%

PHPPX Mutual Fund Performance

PHPPX performance across multiple time periods: 1-month 0.38%, YTD 9.13%, 1-year 26.38%, 3-year 11.91%, 5-year 8.53%, 10-year 11.21%.

PHPPX returns outperform the peer average of 6.89% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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