PHYRX Mutual Fund

PHYRX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
+0.97%
3 Months
+0.73%
6 Months
+1.08%
YTD
+1.65%
1 Year
+4.10%
3 Years (annualized)
+7.16%
5 Years (annualized)
+3.03%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYRX 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
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+2.15%
vs Peers
-0.51%

PHYRX Mutual Fund Performance

PHYRX performance across multiple time periods: 1-month 0.97%, YTD 1.65%, 1-year 4.10%, 3-year 7.16%, 5-year 3.03%, 10-year 4.11%.

PHYRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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