PHSIX Mutual Fund

PHSIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+1.07%
3 Months
+1.11%
6 Months
+1.66%
YTD
+2.19%
1 Year
+4.61%
3 Years (annualized)
+8.74%
5 Years (annualized)
+4.52%
10 Years (annualized)
+5.50%

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
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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)
+2.19%
Peer Avg (YTD)
+2.15%
vs Peers
+0.04%

PHSIX Mutual Fund Performance

PHSIX performance across multiple time periods: 1-month 1.07%, YTD 2.19%, 1-year 4.61%, 3-year 8.74%, 5-year 4.52%, 10-year 5.50%.

PHSIX returns outperform the peer average of 2.15% 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.