PHYSX Mutual Fund

PHYSX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
-0.09%
3 Months
-1.61%
6 Months
+0.11%
YTD
+0.81%
1 Year
+1.39%
3 Years (annualized)
+6.54%
5 Years (annualized)
+3.39%
10 Years (annualized)
+4.82%

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)
+0.81%
Peer Avg (YTD)
+1.93%
vs Peers
-1.12%

PHYSX Mutual Fund Performance

PHYSX performance across multiple time periods: 1-month -0.09%, YTD 0.81%, 1-year 1.39%, 3-year 6.54%, 5-year 3.39%, 10-year 4.82%.

PHYSX returns trail the peer average of 1.93% 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.