PHSTX Mutual Fund

NAV$61.15

Returns Overview

1 Month
+3.51%
3 Months
+4.35%
6 Months
+19.52%
YTD
+3.98%
1 Year
+11.97%
3 Years
+10.47%
5 Years
+8.04%
10 Years
+9.81%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSTX 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)
+3.98%
Peer Avg (YTD)
+1.55%
vs Peers
+2.44%

PHSTX Mutual Fund Performance

PHSTX performance across multiple time periods: 1-month 3.51%, YTD 3.98%, 1-year 11.97%, 3-year 10.47%, 5-year 8.04%, 10-year 9.81%.

PHSTX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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