PHICX Mutual Fund

PHICX Mutual Fund

NAV$9.09
See how much of PHICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.44%
3 Months
-1.37%
6 Months
-1.19%
YTD
-0.18%
1 Year
-0.18%
3 Years (annualized)
+5.27%
5 Years (annualized)
-0.22%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHICX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.18%
Peer Avg (YTD)
-0.30%
vs Peers
+0.13%

PHICX Mutual Fund Performance

PHICX performance across multiple time periods: 1-month 3.44%, YTD -0.18%, 1-year -0.18%, 3-year 5.27%, 5-year -0.22%, 10-year 1.58%.

PHICX returns outperform the peer average of -0.30% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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