PHYTX Mutual Fund

NAV$6.54

Returns Overview

1 Month
+0.11%
3 Months
+2.23%
6 Months
+0.67%
YTD
+0.67%
1 Year
+3.60%
3 Years (annualized)
+7.44%
5 Years (annualized)
+3.95%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYTX 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 High Yld 2% Issuer Capped Index(^BBGUSHY2ICI)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+3.23%
vs Peers
-2.56%

PHYTX Mutual Fund Performance

PHYTX performance across multiple time periods: 1-month 0.11%, YTD 0.67%, 1-year 3.60%, 3-year 7.44%, 5-year 3.95%, 10-year 5.42%.

PHYTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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