PHSAX Mutual Fund

PHSAX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-0.21%
3 Months
+0.39%
6 Months
+0.61%
YTD
+0.91%
1 Year
+4.27%
3 Years (annualized)
+8.04%
5 Years (annualized)
+4.15%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.12%
vs Peers
+0.79%

PHSAX Mutual Fund Performance

PHSAX performance across multiple time periods: 1-month -0.21%, YTD 0.91%, 1-year 4.27%, 3-year 8.04%, 5-year 4.15%, 10-year 5.31%.

PHSAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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