FPHAX Mutual Fund

NAV$31.76

Returns Overview

1 Month
+5.38%
3 Months
+6.21%
6 Months
+35.03%
YTD
+7.66%
1 Year
+27.67%
3 Years
+23.63%
5 Years
+15.07%
10 Years
+12.69%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FPHAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI North America IMI + ADR Custom Pharmaceuticals 25/50 Linked Index(NA)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+1.55%
vs Peers
+6.12%

FPHAX Mutual Fund Performance

FPHAX performance across multiple time periods: 1-month 5.38%, YTD 7.66%, 1-year 27.67%, 3-year 23.63%, 5-year 15.07%, 10-year 12.69%.

FPHAX returns outperform the peer average of 1.55% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

FPHAX performance comparison shows side-by-side returns with another fund. FPHAX alternatives are available in the Mutual Fund Screener.