PHSRX Mutual Fund

PHSRX Mutual Fund

NAV$62.23
See how much of PHSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+8.73%
3 Months
+8.50%
6 Months
+16.25%
YTD
+11.84%
1 Year
+20.55%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+12.41%
vs Peers
-0.57%

PHSRX Mutual Fund Performance

PHSRX performance across multiple time periods: 1-month 8.73%, YTD 11.84%, 1-year 20.55%, 3-year 13.34%, 5-year 6.67%, 10-year 9.99%.

PHSRX returns trail the peer average of 12.41% 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.