PHYZX Mutual Fund

PHYZX Mutual Fund

NAV$4.77
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Returns Overview

1 Month
-0.47%
3 Months
+0.06%
6 Months
+1.09%
YTD
+1.67%
1 Year
+4.16%
3 Years (annualized)
+8.82%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYZX 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
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📉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 Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+0.12%
vs Peers
+1.55%

PHYZX Mutual Fund Performance

PHYZX performance across multiple time periods: 1-month -0.47%, YTD 1.67%, 1-year 4.16%, 3-year 8.82%, 5-year 3.84%, 10-year 5.55%.

PHYZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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