PHSWX Mutual Fund

NAV$11.45

Returns Overview

1 Month
-2.40%
3 Months
-2.83%
6 Months
+3.78%
YTD
+3.88%
1 Year
+11.46%
3 Years (annualized)
+9.47%
5 Years (annualized)
+3.05%

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
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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+9.57%
vs Peers
-5.69%

PHSWX Mutual Fund Performance

PHSWX performance across multiple time periods: 1-month -2.40%, YTD 3.88%, 1-year 11.46%, 3-year 9.47%, 5-year 3.05%.

PHSWX returns trail the peer average of 9.57% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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