PHSYX Mutual Fund

PHSYX Mutual Fund

NAV$76.27
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Returns Overview

1 Month
-0.70%
3 Months
+7.27%
6 Months
+2.88%
YTD
+3.35%
1 Year
+25.28%
3 Years (annualized)
+9.05%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSYX 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 World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+6.74%
vs Peers
-3.39%

PHSYX Mutual Fund Performance

PHSYX performance across multiple time periods: 1-month -0.70%, YTD 3.35%, 1-year 25.28%, 3-year 9.05%, 5-year 6.60%, 10-year 8.74%.

PHSYX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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