FPHAX Mutual Fund

NAV$32.66

Returns Overview

1 Month
+8.15%
3 Months
+1.33%
6 Months
+7.62%
YTD
+9.10%
1 Year
+44.58%
3 Years
+18.50%
5 Years
+14.22%
10 Years
+12.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FPHAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI North America IMI + ADR Custom Pharmaceuticals 25/50 Linked Index(NA)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+1.69%
vs Peers
+7.41%

FPHAX Mutual Fund Performance

FPHAX performance across multiple time periods: 1-month 8.15%, YTD 9.10%, 1-year 44.58%, 3-year 18.50%, 5-year 14.22%, 10-year 12.30%.

FPHAX returns outperform the peer average of 1.69% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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