PHSWX Mutual Fund

PHSWX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
-2.75%
3 Months
-2.06%
6 Months
-4.20%
YTD
+3.79%
1 Year
+6.10%
3 Years (annualized)
+11.18%
5 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSWX 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
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📉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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+7.13%
vs Peers
-3.34%

PHSWX Mutual Fund Performance

PHSWX performance across multiple time periods: 1-month -2.75%, YTD 3.79%, 1-year 6.10%, 3-year 11.18%, 5-year 3.32%.

PHSWX returns trail the peer average of 7.13% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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