Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHDAX (HIGH YIELD FUND A) | -0.87% | 3.62% | 4.20% | 3.94% | 3.53% | 4.79% | 5.21% | 4.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDAX (HIGH YIELD FUND A) | 12/15/1992 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 12/15/1992.
AR inception is since 12/15/1992.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.62 | 4.20 | 3.94 | 3.53 | 4.79 | 5.21 | 4.41 | -0.87 | 5.88 | 12.38 | -12.73 | 3.69 | 4.97 | 14.54 | -2.80 | 6.64 | 12.31 | -2.18 | 2.98 | 5.42 | 14.20 | 3.65 | 13.25 | 43.58 | -23.96 | 3.35 | 9.01 | 4.20 | 9.02 | 23.20 | -2.53 | 4.58 | -0.84 | -4.84 | -1.99 | 39.88 | -25.54 | 9.27 | -6.46 | 8.40 | 0.00 |
| Sharpe Ratio | NA | -0.53 | -0.02 | 0.25 | 0.31 | NA | NA | 0.27 | -1.13 | -0.21 | 1.38 | -1.67 | 1.30 | 0.41 | 4.05 | -1.13 | 2.21 | 2.16 | -0.46 | 0.77 | 1.62 | 4.44 | 0.58 | 2.99 | 5.21 | -2.09 | 0.08 | 1.96 | 0.59 | 2.30 | 5.79 | -0.55 | 0.53 | -1.50 | -3.88 | -1.75 | 1.19 | -0.89 | 1.57 | -2.00 | 1.71 | 0.00 |
| Standard Deviation(%) | NA | 3.66 | 6.15 | 5.60 | 5.91 | NA | NA | 9.40 | 4.58 | 3.37 | 5.95 | 8.46 | 2.82 | 11.48 | 3.25 | 3.66 | 2.73 | 5.61 | 4.85 | 3.82 | 3.32 | 3.21 | 6.19 | 4.40 | 8.34 | 11.84 | 4.38 | 2.94 | 3.45 | 3.52 | 3.89 | 6.63 | 4.32 | 3.28 | 2.08 | 3.03 | 30.54 | 32.32 | 3.45 | 4.70 | 3.68 | NA |
| Draw Down(%) | NA | 4.31 | 8.22 | 15.19 | 20.32 | NA | NA | 32.87 | 4.07 | 2.01 | 4.44 | 15.19 | 2.49 | 20.32 | 1.47 | 5.41 | 2.23 | 4.58 | 7.74 | 4.98 | 5.32 | 2.82 | 9.71 | 5.34 | 12.28 | 32.87 | 6.82 | 2.45 | 4.32 | 5.26 | 4.49 | 15.05 | 4.60 | 4.94 | 6.76 | 7.36 | 3.42 | 29.96 | 0.09 | 8.27 | 0.55 | 0.00 |
| Yield(%) | 0.00 | 3.46 | 4.55 | 4.50 | 4.59 | 5.42 | 5.56 | 4.55 | 0.00 | 5.37 | 5.55 | 4.24 | 4.15 | 4.21 | 5.13 | 4.89 | 4.83 | 5.40 | 7.60 | 7.86 | 5.56 | 6.46 | 7.01 | 7.12 | 10.04 | 7.02 | 6.80 | 6.90 | 6.55 | 6.56 | 7.79 | 6.26 | 8.11 | 8.26 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDAX (HIGH YIELD FUND A) |
-9.48%
Jul 1993 - Jul 1996 |
-3.21%
Jul 1997 - Jul 2002 |
0.69%
Nov 1998 - Nov 2008 |
0.73%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDAX (HIGH YIELD FUND A) |
21.88%
Feb 2009 - Feb 2012 |
16.74%
Nov 2008 - Nov 2013 |
10.04%
Nov 2008 - Nov 2018 |
8.09%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart