PHYPX Mutual Fund

PHYPX Mutual Fund

NAV$8.47
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Returns Overview

1 Month
+0.34%
3 Months
+0.39%
6 Months
+1.09%
YTD
+2.10%
1 Year
+4.44%
3 Years (annualized)
+8.12%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYPX 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
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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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+2.15%
vs Peers
-0.05%

PHYPX Mutual Fund Performance

PHYPX performance across multiple time periods: 1-month 0.34%, YTD 2.10%, 1-year 4.44%, 3-year 8.12%, 5-year 3.31%, 10-year 4.81%.

PHYPX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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