PHYMX Mutual Fund

PHYMX Mutual Fund

NAV$5.15
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Returns Overview

1 Month
+0.38%
3 Months
+0.54%
6 Months
+1.61%
YTD
+2.58%
1 Year
+4.83%
3 Years (annualized)
+7.69%
5 Years (annualized)
+3.30%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYMX 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)
+2.58%
Peer Avg (YTD)
+2.15%
vs Peers
+0.43%

PHYMX Mutual Fund Performance

PHYMX performance across multiple time periods: 1-month 0.38%, YTD 2.58%, 1-year 4.83%, 3-year 7.69%, 5-year 3.30%, 10-year 4.33%.

PHYMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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