PHLQX Mutual Fund

NAV$45.34

Returns Overview

1 Month
+2.23%
3 Months
-1.62%
6 Months
+21.97%
YTD
+0.44%
1 Year
+16.98%
3 Years
+14.77%
5 Years
+11.93%
10 Years
+18.72%

Risk Metrics (5-Year)

No risk data available for this ETF

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(NA)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+1.55%
vs Peers
-1.10%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month 2.23%, YTD 0.44%, 1-year 16.98%, 3-year 14.77%, 5-year 11.93%, 10-year 18.72%.

PHLQX returns trail the peer average of 1.55% 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.