PHYMX Mutual Fund

PHYMX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
+0.36%
3 Months
-1.35%
6 Months
-0.51%
YTD
+0.82%
1 Year
+2.00%
3 Years (annualized)
+8.34%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.11%

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)
+0.82%
Peer Avg (YTD)
+1.93%
vs Peers
-1.11%

PHYMX Mutual Fund Performance

PHYMX performance across multiple time periods: 1-month 0.36%, YTD 0.82%, 1-year 2.00%, 3-year 8.34%, 5-year 3.06%, 10-year 4.11%.

PHYMX returns trail the peer average of 1.93% 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.