PHLQX Mutual Fund

NAV$49.12

Returns Overview

1 Month
+5.57%
3 Months
-0.19%
6 Months
-1.81%
YTD
+0.25%
1 Year
+31.57%
3 Years
+12.70%
5 Years
+11.47%
10 Years
+17.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHLQX 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)
+0.25%
Peer Avg (YTD)
+1.69%
vs Peers
-1.44%

PHLQX Mutual Fund Performance

PHLQX performance across multiple time periods: 1-month 5.57%, YTD 0.25%, 1-year 31.57%, 3-year 12.70%, 5-year 11.47%, 10-year 17.75%.

PHLQX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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