PHYGX Mutual Fund

NAV$4.74

Returns Overview

1 Month
+0.14%
3 Months
+2.32%
6 Months
+2.05%
YTD
+2.05%
1 Year
+5.09%
3 Years (annualized)
+9.91%
5 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+3.23%
vs Peers
-1.17%

PHYGX Mutual Fund Performance

PHYGX performance across multiple time periods: 1-month 0.14%, YTD 2.05%, 1-year 5.09%, 3-year 9.91%, 5-year 7.07%.

PHYGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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