PHSRX Mutual Fund

PHSRX Mutual Fund

NAV$59.87
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Returns Overview

1 Month
-0.74%
3 Months
+7.14%
6 Months
+2.62%
YTD
+3.08%
1 Year
+24.66%
3 Years (annualized)
+8.51%
5 Years (annualized)
+6.07%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSRX 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)
+3.08%
Peer Avg (YTD)
+6.74%
vs Peers
-3.67%

PHSRX Mutual Fund Performance

PHSRX performance across multiple time periods: 1-month -0.74%, YTD 3.08%, 1-year 24.66%, 3-year 8.51%, 5-year 6.07%, 10-year 8.76%.

PHSRX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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