PHSTX Mutual Fund

NAV$66.40

Returns Overview

1 Month
+5.74%
3 Months
+7.67%
6 Months
+4.30%
YTD
+3.97%
1 Year
+23.41%
3 Years (annualized)
+7.61%
5 Years (annualized)
+6.11%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSTX 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)
+3.97%
Peer Avg (YTD)
+7.57%
vs Peers
-3.61%

PHSTX Mutual Fund Performance

PHSTX performance across multiple time periods: 1-month 5.74%, YTD 3.97%, 1-year 23.41%, 3-year 7.61%, 5-year 6.11%, 10-year 9.18%.

PHSTX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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