PHTYX Mutual Fund

NAV$19.45

Returns Overview

1 Month
+0.32%
3 Months
+11.39%
6 Months
+9.72%
YTD
+8.85%
1 Year
+20.72%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTYX 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

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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 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+7.64%
vs Peers
+1.21%

PHTYX Mutual Fund Performance

PHTYX performance across multiple time periods: 1-month 0.32%, YTD 8.85%, 1-year 20.72%, 3-year 16.66%, 5-year 9.11%, 10-year 11.12%.

PHTYX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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