PHLAX Mutual Fund

NAV$35.81

Returns Overview

1 Month
+5.53%
3 Months
-0.28%
6 Months
-2.00%
YTD
+0.08%
1 Year
+31.08%
3 Years
+10.29%
5 Years
+5.36%
10 Years
+10.62%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHLAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Index(NA)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+1.69%
vs Peers
-1.60%

PHLAX Mutual Fund Performance

PHLAX performance across multiple time periods: 1-month 5.53%, YTD 0.08%, 1-year 31.08%, 3-year 10.29%, 5-year 5.36%, 10-year 10.62%.

PHLAX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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