PHSYX Mutual Fund

NAV$68.87

Returns Overview

1 Month
+3.54%
3 Months
+2.84%
6 Months
+17.86%
YTD
+4.01%
1 Year
+10.55%
3 Years
+10.38%
5 Years
+8.10%
10 Years
+9.95%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+1.55%
vs Peers
+2.47%

PHSYX Mutual Fund Performance

PHSYX performance across multiple time periods: 1-month 3.54%, YTD 4.01%, 1-year 10.55%, 3-year 10.38%, 5-year 8.10%, 10-year 9.95%.

PHSYX returns outperform the peer average of 1.55% 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.