PHSIX Mutual Fund

PHSIX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
-0.11%
3 Months
-1.34%
6 Months
-0.87%
YTD
-0.25%
1 Year
+0.90%
3 Years (annualized)
+8.60%
5 Years (annualized)
+4.23%
10 Years (annualized)
+5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSIX 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
PROUpgrade to run
🏦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)
-0.25%
Peer Avg (YTD)
+1.93%
vs Peers
-2.17%

PHSIX Mutual Fund Performance

PHSIX performance across multiple time periods: 1-month -0.11%, YTD -0.25%, 1-year 0.90%, 3-year 8.60%, 5-year 4.23%, 10-year 5.14%.

PHSIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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