PHYAX Mutual Fund

PHYAX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
-0.32%
3 Months
+0.21%
6 Months
+0.51%
YTD
+0.88%
1 Year
+4.62%
3 Years (annualized)
+7.20%
5 Years (annualized)
+3.30%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+0.12%
vs Peers
+0.76%

PHYAX Mutual Fund Performance

PHYAX performance across multiple time periods: 1-month -0.32%, YTD 0.88%, 1-year 4.62%, 3-year 7.20%, 5-year 3.30%, 10-year 4.57%.

PHYAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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