PHRIX Mutual Fund

PHRIX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
+3.15%
3 Months
-4.88%
6 Months
+0.28%
YTD
+14.23%
1 Year
+13.76%
3 Years (annualized)
+15.26%
5 Years (annualized)
+2.46%
10 Years (annualized)
+6.98%

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)
+14.23%
Peer Avg (YTD)
+7.23%
vs Peers
+7.01%

PHRIX Mutual Fund Performance

PHRIX performance across multiple time periods: 1-month 3.15%, YTD 14.23%, 1-year 13.76%, 3-year 15.26%, 5-year 2.46%, 10-year 6.98%.

PHRIX returns outperform the peer average of 7.23% 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.