PHEZX Mutual Fund

NAV$8.55

Returns Overview

1 Month
+0.54%
3 Months
+2.07%
6 Months
+1.43%
YTD
+1.54%
1 Year
+3.91%
3 Years (annualized)
+8.14%
5 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHEZX 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)
+1.54%
Peer Avg (YTD)
+0.99%
vs Peers
+0.55%

PHEZX Mutual Fund Performance

PHEZX performance across multiple time periods: 1-month 0.54%, YTD 1.54%, 1-year 3.91%, 3-year 8.14%, 5-year 4.63%.

PHEZX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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