PHIQX Mutual Fund

NAV$9.34

Returns Overview

1 Month
+1.60%
3 Months
+3.98%
6 Months
+3.96%
YTD
+3.85%
1 Year
+7.95%
3 Years (annualized)
+5.59%
5 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHIQX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.85%
Peer Avg (YTD)
+1.79%
vs Peers
+2.06%

PHIQX Mutual Fund Performance

PHIQX performance across multiple time periods: 1-month 1.60%, YTD 3.85%, 1-year 7.95%, 3-year 5.59%, 5-year 1.33%.

PHIQX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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