PHRAX Mutual Fund

NAV$21.12

Returns Overview

1 Month
+3.17%
3 Months
+11.92%
6 Months
+16.98%
YTD
+16.84%
1 Year
+21.72%
3 Years (annualized)
+8.90%
5 Years (annualized)
+3.64%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRAX 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
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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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+16.84%
Peer Avg (YTD)
+11.24%
vs Peers
+5.60%

PHRAX Mutual Fund Performance

PHRAX performance across multiple time periods: 1-month 3.17%, YTD 16.84%, 1-year 21.72%, 3-year 8.90%, 5-year 3.64%, 10-year 5.47%.

PHRAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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