PHYTX Mutual Fund

PHYTX Mutual Fund

NAV$6.35
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Returns Overview

1 Month
+0.86%
3 Months
+0.70%
6 Months
+1.57%
YTD
+2.38%
1 Year
+3.98%
3 Years (annualized)
+7.08%
5 Years (annualized)
+3.92%
10 Years (annualized)
+5.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYTX 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 High Yld 2% Issuer Capped Index(^BBGUSHY2ICI)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.15%
vs Peers
+0.23%

PHYTX Mutual Fund Performance

PHYTX performance across multiple time periods: 1-month 0.86%, YTD 2.38%, 1-year 3.98%, 3-year 7.08%, 5-year 3.92%, 10-year 5.07%.

PHYTX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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