PHEIX Mutual Fund

PHEIX Mutual Fund

NAV$13.95
See how much of PHEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.07%
3 Months
+1.16%
6 Months
+3.40%
YTD
+7.20%
1 Year
+7.16%
3 Years (annualized)
+16.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+17.72%
vs Peers
-10.51%

PHEIX Mutual Fund Performance

PHEIX performance across multiple time periods: 1-month -0.07%, YTD 7.20%, 1-year 7.16%, 3-year 16.51%.

PHEIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

PHEIX vs another fund shows side-by-side returns. PHEIX alternatives are available in the Mutual Fund Screener.