Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHTIX | NA | 9.30% | NA | NA | NA | NA | NA | … | … |
Data as of 02/25/2021, Common starting date is 03/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHTIX | 03/04/2019 | 02/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 9.30 | NA | NA | NA | NA | NA | … | … | 1.05 | 7.43 | 5.75 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | … | … | 0.94 | 0.42 | 0.94 |
| Standard Deviation(%) | NA | 16.93 | NA | NA | NA | NA | NA | … | … | 7.76 | 16.89 | 5.93 |
| Draw Down(%) | NA | 16.64 | NA | NA | NA | NA | NA | … | … | 2.13 | 18.89 | 3.16 |
| Yield(%) | 0.00 | 0.00 | 1.09 | 0.66 | 0.33 | 0.22 | 0.16 | … | … | 0.00 | 0.00 | 3.28 |
Data as of 02/25/2021, Common starting date is 03/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTIX (PHTIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHTIX (PHTIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart