PHEFX Mutual Fund

NAV$13.90

Returns Overview

1 Month
-0.50%
3 Months
+9.67%
6 Months
+6.63%
YTD
+6.54%
1 Year
+19.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.54%
Peer Avg (YTD)
+9.51%
vs Peers
-2.96%

PHEFX Mutual Fund Performance

PHEFX performance across multiple time periods: 1-month -0.50%, YTD 6.54%, 1-year 19.67%.

PHEFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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