PHYMX Mutual Fund

PHYMX Mutual Fund

NAV$5.34
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Returns Overview

1 Month
-0.07%
3 Months
+0.85%
6 Months
+1.54%
YTD
+2.20%
1 Year
+5.55%
3 Years (annualized)
+7.46%
5 Years (annualized)
+3.19%
10 Years (annualized)
+4.46%

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)
+2.20%
Peer Avg (YTD)
+0.12%
vs Peers
+2.08%

PHYMX Mutual Fund Performance

PHYMX performance across multiple time periods: 1-month -0.07%, YTD 2.20%, 1-year 5.55%, 3-year 7.46%, 5-year 3.19%, 10-year 4.46%.

PHYMX returns outperform the peer average of 0.12% 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.