PHYQX Mutual Fund

PHYQX Mutual Fund

NAV$4.61
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Returns Overview

1 Month
+0.82%
3 Months
+0.52%
6 Months
+1.45%
YTD
+2.57%
1 Year
+4.21%
3 Years (annualized)
+9.71%
5 Years (annualized)
+7.63%
10 Years (annualized)
+7.36%

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)
+2.57%
Peer Avg (YTD)
+2.15%
vs Peers
+0.42%

PHYQX Mutual Fund Performance

PHYQX performance across multiple time periods: 1-month 0.82%, YTD 2.57%, 1-year 4.21%, 3-year 9.71%, 5-year 7.63%, 10-year 7.36%.

PHYQX returns outperform the peer average of 2.15% 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.