PHSBX Mutual Fund

PHSBX Mutual Fund

NAV$22.37
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Returns Overview

1 Month
+5.28%
3 Months
+10.36%
6 Months
+12.98%
YTD
+18.86%
1 Year
+8.36%
3 Years (annualized)
+2.74%
5 Years (annualized)
+10.71%
10 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSBX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+18.86%
Peer Avg (YTD)
+11.95%
vs Peers
+6.91%

PHSBX Mutual Fund Performance

PHSBX performance across multiple time periods: 1-month 5.28%, YTD 18.86%, 1-year 8.36%, 3-year 2.74%, 5-year 10.71%, 10-year 7.65%.

PHSBX returns outperform the peer average of 11.95% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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