PHSRX Mutual Fund

NAV$55.73

Returns Overview

1 Month
+2.10%
3 Months
-5.51%
6 Months
-2.93%
YTD
-1.77%
1 Year
+17.15%
3 Years
+7.91%
5 Years
+7.56%
10 Years
+9.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSRX 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
MSCI World Healthcare Index(MSCIWHCI)
This Mutual Fund (YTD)
-1.77%
Peer Avg (YTD)
+1.69%
vs Peers
-3.46%

PHSRX Mutual Fund Performance

PHSRX performance across multiple time periods: 1-month 2.10%, YTD -1.77%, 1-year 17.15%, 3-year 7.91%, 5-year 7.56%, 10-year 9.60%.

PHSRX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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