PHCHX Mutual Fund

NAV$3.76

Returns Overview

1 Month
-1.05%
3 Months
-1.31%
6 Months
-2.08%
YTD
-1.83%
1 Year
+4.90%
3 Years (annualized)
+8.30%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Capped Bond Index(^BBUHYICB)
This Mutual Fund (YTD)
-1.83%
Peer Avg (YTD)
+3.23%
vs Peers
-5.05%

PHCHX Mutual Fund Performance

PHCHX performance across multiple time periods: 1-month -1.05%, YTD -1.83%, 1-year 4.90%, 3-year 8.30%, 5-year 3.84%, 10-year 5.28%.

PHCHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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