PHRIX Mutual Fund

PHRIX Mutual Fund

NAV$20.91
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Returns Overview

1 Month
+2.68%
3 Months
+5.43%
6 Months
+17.57%
YTD
+20.10%
1 Year
+22.68%
3 Years (annualized)
+11.80%
5 Years (annualized)
+4.59%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRIX 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)
+20.10%
Peer Avg (YTD)
+12.53%
vs Peers
+7.57%

PHRIX Mutual Fund Performance

PHRIX performance across multiple time periods: 1-month 2.68%, YTD 20.10%, 1-year 22.68%, 3-year 11.80%, 5-year 4.59%, 10-year 5.68%.

PHRIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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