PHYQX Mutual Fund

PHYQX Mutual Fund

NAV$4.76
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Returns Overview

1 Month
-0.46%
3 Months
+0.08%
6 Months
+1.14%
YTD
+1.73%
1 Year
+4.27%
3 Years (annualized)
+8.25%
5 Years (annualized)
+3.97%
10 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYQX 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
Bloomberg US Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+0.12%
vs Peers
+1.61%

PHYQX Mutual Fund Performance

PHYQX performance across multiple time periods: 1-month -0.46%, YTD 1.73%, 1-year 4.27%, 3-year 8.25%, 5-year 3.97%, 10-year 5.68%.

PHYQX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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