PHYIX Mutual Fund

PHYIX Mutual Fund

NAV$5.19
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Returns Overview

1 Month
+0.37%
3 Months
+0.39%
6 Months
+1.51%
YTD
+2.52%
1 Year
+5.03%
3 Years (annualized)
+8.10%
5 Years (annualized)
+4.28%
10 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYIX 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
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📉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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+2.15%
vs Peers
+0.36%

PHYIX Mutual Fund Performance

PHYIX performance across multiple time periods: 1-month 0.37%, YTD 2.52%, 1-year 5.03%, 3-year 8.10%, 5-year 4.28%, 10-year 4.94%.

PHYIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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