PHSAX Mutual Fund

NAV$9.13

Returns Overview

1 Month
-0.76%
3 Months
-1.30%
6 Months
-2.56%
YTD
-2.67%
1 Year
+5.16%
3 Years (annualized)
+8.65%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+3.23%
vs Peers
-5.89%

PHSAX Mutual Fund Performance

PHSAX performance across multiple time periods: 1-month -0.76%, YTD -2.67%, 1-year 5.16%, 3-year 8.65%, 5-year 4.27%, 10-year 5.59%.

PHSAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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