PHYQX Mutual Fund

PHYQX Mutual Fund

NAV$4.60
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Returns Overview

1 Month
-0.22%
3 Months
-1.78%
6 Months
-1.70%
YTD
-0.08%
1 Year
+0.97%
3 Years (annualized)
+8.68%
5 Years (annualized)
+3.46%
10 Years (annualized)
+5.08%

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
PROUpgrade to run
🏦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)
-0.08%
Peer Avg (YTD)
+1.93%
vs Peers
-2.01%

PHYQX Mutual Fund Performance

PHYQX performance across multiple time periods: 1-month -0.22%, YTD -0.08%, 1-year 0.97%, 3-year 8.68%, 5-year 3.46%, 10-year 5.08%.

PHYQX returns trail the peer average of 1.93% 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.