PHTNX Mutual Fund

PHTNX Mutual Fund

NAV$15.29
See how much of PHTNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.81%
3 Months
-1.11%
6 Months
+6.53%
YTD
+5.05%
1 Year
+7.82%
3 Years (annualized)
+12.68%
5 Years (annualized)
+5.82%
10 Years (annualized)
+8.42%

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
PROUpgrade to run

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)
+5.05%
Peer Avg (YTD)
+7.09%
vs Peers
-2.03%

PHTNX Mutual Fund Performance

PHTNX performance across multiple time periods: 1-month -1.81%, YTD 5.05%, 1-year 7.82%, 3-year 12.68%, 5-year 5.82%, 10-year 8.42%.

PHTNX returns trail the peer average of 7.09% 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.