PHYZX Mutual Fund

NAV$4.76

Returns Overview

1 Month
+0.15%
3 Months
+2.36%
6 Months
+2.14%
YTD
+2.14%
1 Year
+5.26%
3 Years (annualized)
+10.14%
5 Years (annualized)
+7.09%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHYZX 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
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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)
+2.14%
Peer Avg (YTD)
+3.23%
vs Peers
-1.08%

PHYZX Mutual Fund Performance

PHYZX performance across multiple time periods: 1-month 0.15%, YTD 2.14%, 1-year 5.26%, 3-year 10.14%, 5-year 7.09%, 10-year 7.27%.

PHYZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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