PHTQX Mutual Fund

NAV$14.55

Returns Overview

1 Month
+0.21%
3 Months
+6.55%
6 Months
+5.77%
YTD
+5.39%
1 Year
+12.89%
3 Years (annualized)
+11.14%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+7.64%
vs Peers
-2.25%

PHTQX Mutual Fund Performance

PHTQX performance across multiple time periods: 1-month 0.21%, YTD 5.39%, 1-year 12.89%, 3-year 11.14%, 5-year 5.50%, 10-year 7.83%.

PHTQX 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.

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