PHRAX Mutual Fund

PHRAX Mutual Fund

NAV$21.14
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Returns Overview

1 Month
+2.66%
3 Months
+5.34%
6 Months
+17.38%
YTD
+19.96%
1 Year
+22.36%
3 Years (annualized)
+11.51%
5 Years (annualized)
+4.32%
10 Years (annualized)
+5.40%

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
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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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+12.53%
vs Peers
+7.43%

PHRAX Mutual Fund Performance

PHRAX performance across multiple time periods: 1-month 2.66%, YTD 19.96%, 1-year 22.36%, 3-year 11.51%, 5-year 4.32%, 10-year 5.40%.

PHRAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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