PHSWX Mutual Fund

PHSWX Mutual Fund

NAV$12.07
See how much of PHSWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
-2.19%
6 Months
-3.28%
YTD
+5.97%
1 Year
+15.92%
3 Years (annualized)
+8.83%
5 Years (annualized)
+3.50%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+8.62%
vs Peers
-2.65%

PHSWX Mutual Fund Performance

PHSWX performance across multiple time periods: 1-month 2.01%, YTD 5.97%, 1-year 15.92%, 3-year 8.83%, 5-year 3.50%.

PHSWX returns trail the peer average of 8.62% 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.