PHRIX Mutual Fund

NAV$21.63

Returns Overview

1 Month
+3.54%
3 Months
+9.80%
6 Months
+20.70%
YTD
+22.20%
1 Year
+22.10%
3 Years (annualized)
+9.18%
5 Years (annualized)
+3.89%
10 Years (annualized)
+5.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHRIX 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)
+22.20%
Peer Avg (YTD)
+11.24%
vs Peers
+10.96%

PHRIX Mutual Fund Performance

PHRIX performance across multiple time periods: 1-month 3.54%, YTD 22.20%, 1-year 22.10%, 3-year 9.18%, 5-year 3.89%, 10-year 5.75%.

PHRIX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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