PHYQX Mutual Fund

NAV$4.76

Returns Overview

1 Month
+0.16%
3 Months
+2.39%
6 Months
+2.20%
YTD
+2.20%
1 Year
+5.37%
3 Years (annualized)
+10.70%
5 Years (annualized)
+7.78%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYQX 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)
+2.20%
Peer Avg (YTD)
+3.23%
vs Peers
-1.03%

PHYQX Mutual Fund Performance

PHYQX performance across multiple time periods: 1-month 0.16%, YTD 2.20%, 1-year 5.37%, 3-year 10.70%, 5-year 7.78%, 10-year 7.82%.

PHYQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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