PH

PHEFX

PHEFX Mutual Fund
$13.98
-0.12 (-0.85%)
NAV as of Oct 16, 2026

Performance

1 Month
+0.4%
3 Months
+2.0%
YTD
+7.7%
1 Year
+9.1%
3 Year annualized
+16.3%

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

Risk

Volatility 1-year annualized
9.3%
Largest decline max drawdown, since Jul 2023
-12.1%
Risk-adjusted return Sharpe ratio, 1-year
0.97

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