PHPSX Mutual Fund

PHPSX Mutual Fund

NAV$39.05
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Returns Overview

1 Month
+2.71%
3 Months
+25.61%
6 Months
+31.68%
YTD
+28.37%
1 Year
+98.65%
3 Years (annualized)
+17.96%
5 Years (annualized)
+8.21%
10 Years (annualized)
+6.01%

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
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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)
+28.37%
Peer Avg (YTD)
+2.39%
vs Peers
+25.98%

PHPSX Mutual Fund Performance

PHPSX performance across multiple time periods: 1-month 2.71%, YTD 28.37%, 1-year 98.65%, 3-year 17.96%, 5-year 8.21%, 10-year 6.01%.

PHPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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