PHRCX Mutual Fund

PHRCX Mutual Fund

NAV$21.12
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Returns Overview

1 Month
+2.62%
3 Months
+5.14%
6 Months
+16.96%
YTD
+19.46%
1 Year
+21.48%
3 Years (annualized)
+10.70%
5 Years (annualized)
+3.57%
10 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRCX 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)
+19.46%
Peer Avg (YTD)
+12.53%
vs Peers
+6.93%

PHRCX Mutual Fund Performance

PHRCX performance across multiple time periods: 1-month 2.62%, YTD 19.46%, 1-year 21.48%, 3-year 10.70%, 5-year 3.57%, 10-year 4.64%.

PHRCX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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