PHSYX Mutual Fund

NAV$74.15

Returns Overview

1 Month
+3.49%
3 Months
+9.08%
6 Months
+1.71%
YTD
+4.08%
1 Year
+21.86%
3 Years (annualized)
+7.53%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHSYX 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)
+4.08%
Peer Avg (YTD)
+7.57%
vs Peers
-3.49%

PHSYX Mutual Fund Performance

PHSYX performance across multiple time periods: 1-month 3.49%, YTD 4.08%, 1-year 21.86%, 3-year 7.53%, 5-year 6.17%, 10-year 9.32%.

PHSYX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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