PHDCX Mutual Fund

NAV$7.97

Returns Overview

1 Month
+0.08%
3 Months
+1.72%
6 Months
+0.66%
YTD
+0.78%
1 Year
+4.23%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHDCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+3.23%
vs Peers
-2.44%

PHDCX Mutual Fund Performance

PHDCX performance across multiple time periods: 1-month 0.08%, YTD 0.78%, 1-year 4.23%, 3-year 6.80%, 5-year 2.57%, 10-year 3.97%.

PHDCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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