PHRCX Mutual Fund

NAV$21.86

Returns Overview

1 Month
+5.71%
3 Months
+9.96%
6 Months
+21.44%
YTD
+22.95%
1 Year
+20.84%
3 Years (annualized)
+8.10%
5 Years (annualized)
+2.89%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+22.95%
Peer Avg (YTD)
+11.24%
vs Peers
+11.70%

PHRCX Mutual Fund Performance

PHRCX performance across multiple time periods: 1-month 5.71%, YTD 22.95%, 1-year 20.84%, 3-year 8.10%, 5-year 2.89%, 10-year 4.71%.

PHRCX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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