PHYBX Mutual Fund

NAV$5.20

Returns Overview

1 Month
+1.39%
3 Months
+4.06%
6 Months
+5.39%
YTD
+5.66%
1 Year
+10.21%
3 Years (annualized)
+0.97%
5 Years (annualized)
+2.68%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYBX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+3.81%
vs Peers
+1.86%

PHYBX Mutual Fund Performance

PHYBX performance across multiple time periods: 1-month 1.39%, YTD 5.66%, 1-year 10.21%, 3-year 0.97%, 5-year 2.68%, 10-year 2.68%.

PHYBX returns outperform the peer average of 3.81% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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