PHTNX Mutual Fund

PHTNX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
-0.52%
3 Months
+2.14%
6 Months
+4.16%
YTD
+5.67%
1 Year
+13.47%
3 Years (annualized)
+11.53%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTNX 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
S&P Target Date 2030 Index Total Return USD(^SPTDTR)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+6.99%
vs Peers
-1.32%

PHTNX Mutual Fund Performance

PHTNX performance across multiple time periods: 1-month -0.52%, YTD 5.67%, 1-year 13.47%, 3-year 11.53%, 5-year 5.90%, 10-year 8.30%.

PHTNX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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