PHSZX Mutual Fund

PHSZX Mutual Fund

NAV$52.14
See what you own twice
Check PHSZX against your other funds. Free for up to 5.
Check my overlap

Returns Overview

1 Month
-1.10%
3 Months
+12.88%
6 Months
+9.08%
YTD
+7.16%
1 Year
+36.50%
3 Years (annualized)
+14.42%
5 Years (annualized)
+6.49%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSZX 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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+6.74%
vs Peers
+0.41%

PHSZX Mutual Fund Performance

PHSZX performance across multiple time periods: 1-month -1.10%, YTD 7.16%, 1-year 36.50%, 3-year 14.42%, 5-year 6.49%, 10-year 11.86%.

PHSZX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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