PHEQX Mutual Fund

NAV$8.56

Returns Overview

1 Month
+0.66%
3 Months
+2.09%
6 Months
+1.44%
YTD
+1.56%
1 Year
+4.29%
3 Years (annualized)
+6.36%
5 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEQX 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 Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+1.56%
vs Peers
+0.00%

PHEQX Mutual Fund Performance

PHEQX performance across multiple time periods: 1-month 0.66%, YTD 1.56%, 1-year 4.29%, 3-year 6.36%, 5-year 1.07%.

PHEQX returns trail the peer average of 1.56% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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