PHCIX Mutual Fund

NAV$3.77

Returns Overview

1 Month
+0.28%
3 Months
+2.72%
6 Months
+2.41%
YTD
+2.41%
1 Year
+5.18%
3 Years (annualized)
+8.56%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHCIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Capped Bond Index(^BBUHYICB)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+3.23%
vs Peers
-0.82%

PHCIX Mutual Fund Performance

PHCIX performance across multiple time periods: 1-month 0.28%, YTD 2.41%, 1-year 5.18%, 3-year 8.56%, 5-year 4.10%, 10-year 5.54%.

PHCIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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