PHSKX Mutual Fund

PHSKX Mutual Fund

NAV$38.14
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Returns Overview

1 Month
-1.19%
3 Months
+2.56%
6 Months
-2.20%
YTD
-4.49%
1 Year
-9.92%
3 Years (annualized)
+0.17%
5 Years (annualized)
-4.70%
10 Years (annualized)
+10.37%

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)
-4.49%
Peer Avg (YTD)
+9.54%
vs Peers
-14.03%

PHSKX Mutual Fund Performance

PHSKX performance across multiple time periods: 1-month -1.19%, YTD -4.49%, 1-year -9.92%, 3-year 0.17%, 5-year -4.70%, 10-year 10.37%.

PHSKX returns trail the peer average of 9.54% 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.