PHTNX Mutual Fund

NAV$15.53

Returns Overview

1 Month
+0.26%
3 Months
+7.72%
6 Months
+6.75%
YTD
+6.23%
1 Year
+14.71%
3 Years (annualized)
+12.43%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.69%

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
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

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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 2030 Index Total Return USD(^SPTDTR)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+7.64%
vs Peers
-1.41%

PHTNX Mutual Fund Performance

PHTNX performance across multiple time periods: 1-month 0.26%, YTD 6.23%, 1-year 14.71%, 3-year 12.43%, 5-year 6.21%, 10-year 8.69%.

PHTNX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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