PHYLX Mutual Fund

NAV$5.10

Returns Overview

1 Month
+0.21%
3 Months
+2.55%
6 Months
+2.13%
YTD
+1.93%
1 Year
+5.71%
3 Years (annualized)
+7.47%
5 Years (annualized)
+2.76%
10 Years (annualized)
+4.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+1.93%
Peer Avg (YTD)
+3.23%
vs Peers
-1.29%

PHYLX Mutual Fund Performance

PHYLX performance across multiple time periods: 1-month 0.21%, YTD 1.93%, 1-year 5.71%, 3-year 7.47%, 5-year 2.76%, 10-year 4.18%.

PHYLX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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