PHYZX Mutual Fund

PHYZX Mutual Fund

NAV$4.62
See how much of PHYZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.81%
3 Months
+0.49%
6 Months
+1.39%
YTD
+2.49%
1 Year
+4.09%
3 Years (annualized)
+9.14%
5 Years (annualized)
+6.98%
10 Years (annualized)
+6.84%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.49%
Peer Avg (YTD)
+2.15%
vs Peers
+0.34%

PHYZX Mutual Fund Performance

PHYZX performance across multiple time periods: 1-month 0.81%, YTD 2.49%, 1-year 4.09%, 3-year 9.14%, 5-year 6.98%, 10-year 6.84%.

PHYZX returns outperform the peer average of 2.15% 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.