PHSRX Mutual Fund

NAV$55.03

Returns Overview

1 Month
+3.49%
3 Months
+4.50%
6 Months
+19.61%
YTD
+3.95%
1 Year
+11.91%
3 Years
+12.25%
5 Years
+10.66%
10 Years
+10.97%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSRX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+1.55%
vs Peers
+2.41%

PHSRX Mutual Fund Performance

PHSRX performance across multiple time periods: 1-month 3.49%, YTD 3.95%, 1-year 11.91%, 3-year 12.25%, 5-year 10.66%, 10-year 10.97%.

PHSRX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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