PHSRX Mutual Fund

NAV$58.57

Returns Overview

1 Month
+5.72%
3 Months
+7.60%
6 Months
+4.18%
YTD
+3.85%
1 Year
+21.24%
3 Years (annualized)
+8.72%
5 Years (annualized)
+8.32%
10 Years (annualized)
+10.14%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+3.85%
Peer Avg (YTD)
+7.57%
vs Peers
-3.73%

PHSRX Mutual Fund Performance

PHSRX performance across multiple time periods: 1-month 5.72%, YTD 3.85%, 1-year 21.24%, 3-year 8.72%, 5-year 8.32%, 10-year 10.14%.

PHSRX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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