PHMIX Mutual Fund

PHMIX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
+3.50%
3 Months
-1.08%
6 Months
-0.85%
YTD
+0.67%
1 Year
+0.73%
3 Years (annualized)
+6.36%
5 Years (annualized)
+0.90%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHMIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays High Yield Municipal Bond Index(I22329US)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+0.07%
vs Peers
+0.61%

PHMIX Mutual Fund Performance

PHMIX performance across multiple time periods: 1-month 3.50%, YTD 0.67%, 1-year 0.73%, 3-year 6.36%, 5-year 0.90%, 10-year 3.19%.

PHMIX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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