PHYLX Mutual Fund

PHYLX Mutual Fund

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Returns Overview

1 Month
+0.34%
3 Months
-1.32%
6 Months
-0.76%
YTD
+0.27%
1 Year
+1.42%
3 Years (annualized)
+7.81%
5 Years (annualized)
+2.53%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYLX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+0.27%
Peer Avg (YTD)
+1.93%
vs Peers
-1.65%

PHYLX Mutual Fund Performance

PHYLX performance across multiple time periods: 1-month 0.34%, YTD 0.27%, 1-year 1.42%, 3-year 7.81%, 5-year 2.53%, 10-year 3.59%.

PHYLX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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