PHSKX Mutual Fund

PHSKX Mutual Fund

NAV$35.53
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Returns Overview

1 Month
-0.74%
3 Months
-6.01%
6 Months
-3.61%
YTD
-10.23%
1 Year
-15.69%
3 Years (annualized)
+3.21%
5 Years (annualized)
-6.99%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSKX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-10.23%
Peer Avg (YTD)
+8.01%
vs Peers
-18.23%

PHSKX Mutual Fund Performance

PHSKX performance across multiple time periods: 1-month -0.74%, YTD -10.23%, 1-year -15.69%, 3-year 3.21%, 5-year -6.99%, 10-year 9.91%.

PHSKX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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