PHSTX Mutual Fund

NAV$63.15

Returns Overview

1 Month
+2.12%
3 Months
-5.44%
6 Months
-1.32%
YTD
-1.67%
1 Year
+19.24%
3 Years
+6.79%
5 Years
+5.36%
10 Years
+8.64%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSTX 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)
-1.67%
Peer Avg (YTD)
+1.69%
vs Peers
-3.36%

PHSTX Mutual Fund Performance

PHSTX performance across multiple time periods: 1-month 2.12%, YTD -1.67%, 1-year 19.24%, 3-year 6.79%, 5-year 5.36%, 10-year 8.64%.

PHSTX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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