PHTFX Mutual Fund

PHTFX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
-0.52%
3 Months
+1.24%
6 Months
+2.71%
YTD
+3.73%
1 Year
+9.55%
3 Years (annualized)
+8.63%
5 Years (annualized)
+3.86%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+6.99%
vs Peers
-3.26%

PHTFX Mutual Fund Performance

PHTFX performance across multiple time periods: 1-month -0.52%, YTD 3.73%, 1-year 9.55%, 3-year 8.63%, 5-year 3.86%, 10-year 4.83%.

PHTFX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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