PHYIX Mutual Fund

NAV$5.38

Returns Overview

1 Month
+0.26%
3 Months
+2.80%
6 Months
+2.57%
YTD
+2.38%
1 Year
+6.56%
3 Years (annualized)
+8.64%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPMorgan Developed High Yield Index(^JPDHY)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+3.23%
vs Peers
-0.85%

PHYIX Mutual Fund Performance

PHYIX performance across multiple time periods: 1-month 0.26%, YTD 2.38%, 1-year 6.56%, 3-year 8.64%, 5-year 3.71%, 10-year 5.05%.

PHYIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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