PHSZX Mutual Fund

NAV$45.61

Returns Overview

1 Month
+2.21%
3 Months
-11.36%
6 Months
+9.86%
YTD
+0.40%
1 Year
+5.32%
3 Years
+10.76%
5 Years
+9.88%
10 Years
+17.60%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSZX 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
S&P Composite 1500 Index(NA)
This Mutual Fund (YTD)
+0.40%
Peer Avg (YTD)
+1.55%
vs Peers
-1.14%

PHSZX Mutual Fund Performance

PHSZX performance across multiple time periods: 1-month 2.21%, YTD 0.40%, 1-year 5.32%, 3-year 10.76%, 5-year 9.88%, 10-year 17.60%.

PHSZX returns trail the peer average of 1.55% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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