PHSZX Mutual Fund

NAV$48.54

Returns Overview

1 Month
+5.56%
3 Months
-0.19%
6 Months
-1.84%
YTD
+0.21%
1 Year
+31.45%
3 Years
+12.60%
5 Years
+11.72%
10 Years
+17.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would PHSZX 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)
+0.21%
Peer Avg (YTD)
+1.69%
vs Peers
-1.48%

PHSZX Mutual Fund Performance

PHSZX performance across multiple time periods: 1-month 5.56%, YTD 0.21%, 1-year 31.45%, 3-year 12.60%, 5-year 11.72%, 10-year 17.86%.

PHSZX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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