PHYZX Mutual Fund

PHYZX Mutual Fund

NAV$4.61
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Returns Overview

1 Month
-0.22%
3 Months
-1.80%
6 Months
-1.74%
YTD
-0.16%
1 Year
+0.87%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.34%
10 Years (annualized)
+5.28%

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)
-0.16%
Peer Avg (YTD)
+1.93%
vs Peers
-2.09%

PHYZX Mutual Fund Performance

PHYZX performance across multiple time periods: 1-month -0.22%, YTD -0.16%, 1-year 0.87%, 3-year 8.54%, 5-year 3.34%, 10-year 5.28%.

PHYZX returns trail the peer average of 1.93% 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.