PHYSX Mutual Fund

PHYSX Mutual Fund

NAV$8.07
See how much of PHYSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.10%
3 Months
-1.33%
6 Months
+2.16%
YTD
+0.89%
1 Year
+0.09%
3 Years (annualized)
+6.40%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYSX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US High Yield Corporate Bond Index
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+0.50%
vs Peers
+0.39%

PHYSX Mutual Fund Performance

PHYSX performance across multiple time periods: 1-month -2.10%, YTD 0.89%, 1-year 0.09%, 3-year 6.40%, 5-year 3.74%, 10-year 5.07%.

PHYSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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