PHTYX Mutual Fund

PHTYX Mutual Fund

NAV$19.44
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Returns Overview

1 Month
-0.31%
3 Months
+3.54%
6 Months
+6.50%
YTD
+8.50%
1 Year
+19.12%
3 Years (annualized)
+15.46%
5 Years (annualized)
+8.81%
10 Years (annualized)
+10.67%

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
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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 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+6.99%
vs Peers
+1.51%

PHTYX Mutual Fund Performance

PHTYX performance across multiple time periods: 1-month -0.31%, YTD 8.50%, 1-year 19.12%, 3-year 15.46%, 5-year 8.81%, 10-year 10.67%.

PHTYX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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