PHYSX Mutual Fund

PHYSX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+0.19%
3 Months
+1.75%
6 Months
+1.68%
YTD
+2.45%
1 Year
+2.88%
3 Years (annualized)
+6.61%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.31%

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
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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 High Yield Corporate Bond Index
This Mutual Fund (YTD)
+2.45%
Peer Avg (YTD)
+0.12%
vs Peers
+2.33%

PHYSX Mutual Fund Performance

PHYSX performance across multiple time periods: 1-month 0.19%, YTD 2.45%, 1-year 2.88%, 3-year 6.61%, 5-year 3.84%, 10-year 5.31%.

PHYSX returns outperform the peer average of 0.12% 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.