PHLQX Mutual Fund

NAV$51.67

Returns Overview

1 Month
+8.13%
3 Months
+14.83%
6 Months
+8.52%
YTD
+8.40%
1 Year
+36.94%
3 Years (annualized)
+14.03%
5 Years (annualized)
+11.39%
10 Years (annualized)
+19.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHLQX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+7.57%
vs Peers
+0.83%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month 8.13%, YTD 8.40%, 1-year 36.94%, 3-year 14.03%, 5-year 11.39%, 10-year 19.16%.

PHLQX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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