PHTUX Mutual Fund

PHTUX Mutual Fund

NAV$19.94
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Returns Overview

1 Month
-0.25%
3 Months
+3.96%
6 Months
+7.14%
YTD
+9.38%
1 Year
+20.68%
3 Years (annualized)
+16.50%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTUX 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
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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 2050 Total Return USD(^SPTD50T:SP)
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+6.99%
vs Peers
+2.38%

PHTUX Mutual Fund Performance

PHTUX performance across multiple time periods: 1-month -0.25%, YTD 9.38%, 1-year 20.68%, 3-year 16.50%, 5-year 9.53%, 10-year 11.21%.

PHTUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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