PHSTX Mutual Fund

PHSTX Mutual Fund

NAV$72.27
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Returns Overview

1 Month
+8.77%
3 Months
+8.57%
6 Months
+16.39%
YTD
+12.07%
1 Year
+20.85%
3 Years (annualized)
+13.62%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.30%

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
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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)
+12.07%
Peer Avg (YTD)
+12.41%
vs Peers
-0.33%

PHSTX Mutual Fund Performance

PHSTX performance across multiple time periods: 1-month 8.77%, YTD 12.07%, 1-year 20.85%, 3-year 13.62%, 5-year 6.91%, 10-year 10.30%.

PHSTX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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