PHSYX Mutual Fund

NAV$70.19

Returns Overview

1 Month
+2.14%
3 Months
-5.38%
6 Months
-2.69%
YTD
-1.59%
1 Year
+17.75%
3 Years
+6.71%
5 Years
+5.42%
10 Years
+8.82%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSYX 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)
-1.59%
Peer Avg (YTD)
+1.69%
vs Peers
-3.27%

PHSYX Mutual Fund Performance

PHSYX performance across multiple time periods: 1-month 2.14%, YTD -1.59%, 1-year 17.75%, 3-year 6.71%, 5-year 5.42%, 10-year 8.82%.

PHSYX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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