PHYUX Mutual Fund

PHYUX Mutual Fund

NAV$5.73
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Returns Overview

1 Month
-0.19%
3 Months
+0.75%
6 Months
+1.69%
YTD
+2.35%
1 Year
+6.06%
3 Years (annualized)
+8.46%
5 Years (annualized)
+3.98%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYUX 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
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+0.12%
vs Peers
+2.23%

PHYUX Mutual Fund Performance

PHYUX performance across multiple time periods: 1-month -0.19%, YTD 2.35%, 1-year 6.06%, 3-year 8.46%, 5-year 3.98%, 10-year 5.10%.

PHYUX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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