PHTMX Mutual Fund

NAV$12.45

Returns Overview

1 Month
+1.61%
3 Months
+1.86%
6 Months
+4.66%
YTD
+4.13%
1 Year
+12.82%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.41%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTMX 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
S&P Target Date 2015 Total Return USD(SPTDR15G)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+7.21%
vs Peers
-3.08%

PHTMX Mutual Fund Performance

PHTMX performance across multiple time periods: 1-month 1.61%, YTD 4.13%, 1-year 12.82%, 3-year 10.10%, 5-year 4.41%, 10-year 6.27%.

PHTMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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