PHPSX Mutual Fund

NAV$38.68

Returns Overview

1 Month
+20.99%
3 Months
+34.36%
6 Months
+24.99%
YTD
+27.80%
1 Year
+97.58%
3 Years (annualized)
+20.47%
5 Years (annualized)
+8.62%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHPSX 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)
+27.80%
Peer Avg (YTD)
+3.47%
vs Peers
+24.32%

PHPSX Mutual Fund Performance

PHPSX performance across multiple time periods: 1-month 20.99%, YTD 27.80%, 1-year 97.58%, 3-year 20.47%, 5-year 8.62%, 10-year 6.34%.

PHPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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