PH

PHDTX

PHDTX Mutual Fund
$8.79
+0.00 (+0.00%)
NAV as of Oct 16, 2026

Performance

1 Month
-1.8%
3 Months
-2.2%
YTD
-0.2%
1 Year
+1.1%
3 Year annualized
+7.8%

Price return, based on split- and dividend-adjusted closing prices.

Risk

Volatility 1-year annualized
5.0%
Largest decline max drawdown, since Oct 2021
-15.7%
Risk-adjusted return Sharpe ratio, 1-year
0.25

Own PHDTX?

See how PHDTX contributes to your portfolio's return, allocation, and risk.

Free for 7 days, no card. Then $9/month.