PHYEX Mutual Fund

NAV$4.74

Returns Overview

1 Month
-1.04%
3 Months
-1.86%
6 Months
-2.47%
YTD
-2.27%
1 Year
+5.07%
3 Years (annualized)
+9.73%
5 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYEX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
Bloomberg US Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
-2.27%
Peer Avg (YTD)
+3.23%
vs Peers
-5.50%

PHYEX Mutual Fund Performance

PHYEX performance across multiple time periods: 1-month -1.04%, YTD -2.27%, 1-year 5.07%, 3-year 9.73%, 5-year 6.86%.

PHYEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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