PHYPX Mutual Fund

NAV$8.70

Returns Overview

1 Month
+0.46%
3 Months
+3.02%
6 Months
+2.17%
YTD
+2.17%
1 Year
+6.34%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.49%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYPX 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
ICE BofA Global High Yield Index
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+3.23%
vs Peers
-1.05%

PHYPX Mutual Fund Performance

PHYPX performance across multiple time periods: 1-month 0.46%, YTD 2.17%, 1-year 6.34%, 3-year 8.67%, 5-year 3.49%, 10-year 5.37%.

PHYPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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