PHYNX Mutual Fund

NAV$8.50

Returns Overview

1 Month
-0.38%
3 Months
+0.08%
6 Months
+2.95%
YTD
+0.55%
1 Year
+8.81%
3 Years (annualized)
+3.74%
5 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYNX 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
PROUpgrade to run

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
ICE Bank of America Merrill Lynch High Yield Constrained Index
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+22.63%
vs Peers
-22.08%

PHYNX Mutual Fund Performance

PHYNX performance across multiple time periods: 1-month -0.38%, YTD 0.55%, 1-year 8.81%, 3-year 3.74%, 5-year 3.87%.

PHYNX returns trail the peer average of 22.63% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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