PHSKX Mutual Fund

NAV$36.45

Returns Overview

1 Month
+0.64%
3 Months
-1.03%
6 Months
-8.76%
YTD
-6.56%
1 Year
+19.58%
3 Years (annualized)
+11.47%
5 Years (annualized)
+1.09%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSKX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-6.56%
Peer Avg (YTD)
+10.82%
vs Peers
-17.38%

PHSKX Mutual Fund Performance

PHSKX performance across multiple time periods: 1-month 0.64%, YTD -6.56%, 1-year 19.58%, 3-year 11.47%, 5-year 1.09%, 10-year 13.94%.

PHSKX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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