PHLPX Mutual Fund

NAV$7.95

Returns Overview

1 Month
-0.87%
3 Months
-1.49%
6 Months
-2.69%
YTD
-2.69%
1 Year
+5.27%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.59%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield, BB-B Rated, Constrained Index(^IBMLHYBC)
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
+3.23%
vs Peers
-5.92%

PHLPX Mutual Fund Performance

PHLPX performance across multiple time periods: 1-month -0.87%, YTD -2.69%, 1-year 5.27%, 3-year 7.86%, 5-year 3.59%, 10-year 5.01%.

PHLPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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