Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHDCX (HIGH YIELD FUND C) | -0.35% | 4.62% | 6.61% | 2.15% | 3.70% | 3.82% | 4.52% | … | … |
Data as of 06/05/2026, Common starting date is 12/15/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDCX (HIGH YIELD FUND C) | 12/15/1992 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.50 | 4.62 | 6.61 | 2.15 | 3.70 | 3.82 | 4.52 | … | … | -0.35 | 7.40 | 5.62 | 11.56 | -13.43 | 2.91 | 4.21 | 13.70 | -3.56 | 5.84 | 11.48 | -2.92 | 2.19 | 4.61 | 13.35 | 2.85 | 12.46 | 42.53 | -24.54 | 2.56 | 8.18 | 3.44 | 8.23 | 22.33 | -1.97 | 3.81 | -1.57 | -4.90 | -1.99 | 40.90 | -26.08 | 9.27 | -6.46 | 8.40 | 0.00 |
| Sharpe Ratio | NA | 0.99 | 1.04 | -0.04 | 0.39 | NA | NA | … | … | -0.55 | 1.28 | 0.60 | 1.39 | -1.77 | 1.06 | 0.34 | 3.86 | -1.39 | 1.99 | 2.03 | -0.62 | 0.58 | 1.42 | 4.32 | 0.46 | 2.87 | 5.13 | -2.15 | -0.14 | 1.72 | 0.35 | 2.13 | 5.74 | -0.47 | 0.33 | -1.85 | -4.02 | -1.80 | 1.18 | -0.89 | 1.53 | -2.03 | 1.69 | 0.00 |
| Standard Deviation(%) | NA | 3.24 | 3.93 | 5.28 | 5.62 | NA | NA | … | … | 3.89 | 3.53 | 3.30 | 5.73 | 8.42 | 2.72 | 11.45 | 3.17 | 3.56 | 2.62 | 5.56 | 4.77 | 3.74 | 3.23 | 3.10 | 6.11 | 4.31 | 8.27 | 11.79 | 4.26 | 2.78 | 3.33 | 3.40 | 3.77 | 6.60 | 4.19 | 3.13 | 2.06 | 3.03 | 31.38 | 33.08 | 3.45 | 4.70 | 3.68 | NA |
| Draw Down(%) | NA | 2.64 | 3.62 | 15.72 | 20.37 | NA | NA | … | … | 2.64 | 3.57 | 2.01 | 4.44 | 15.64 | 2.62 | 20.37 | 1.47 | 5.54 | 2.23 | 4.63 | 8.09 | 5.16 | 5.39 | 2.89 | 9.87 | 5.34 | 12.39 | 33.15 | 6.88 | 2.57 | 4.44 | 5.49 | 4.60 | 14.23 | 4.96 | 5.12 | 6.76 | 7.36 | 3.42 | 30.50 | 0.09 | 8.27 | 0.55 | 0.00 |
| Yield(%) | 0.00 | 4.81 | 5.14 | 4.05 | 4.20 | 4.48 | 4.86 | … | … | 1.73 | 5.19 | 5.11 | 4.81 | 3.53 | 3.40 | 3.51 | 4.35 | 4.14 | 4.06 | 4.62 | 6.86 | 7.09 | 4.79 | 5.69 | 6.25 | 6.40 | 9.20 | 6.35 | 6.04 | 6.14 | 5.83 | 5.83 | 7.01 | 6.86 | 7.37 | 7.55 | 0.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/15/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDCX (HIGH YIELD FUND C) |
-9.71%
Jun 1993 – Jun 1996 |
-3.34%
Jul 1997 – Jul 2002 |
0.15%
Nov 1998 – Nov 2008 |
0.37%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDCX (HIGH YIELD FUND C) |
21.00%
Feb 2009 – Feb 2012 |
15.88%
Nov 2008 – Nov 2013 |
9.21%
Nov 2008 – Nov 2018 |
7.28%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart