Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHYFX (HIGH YIELD FUND R-6) | 0.96% | 5.45% | 7.92% | 4.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYFX (HIGH YIELD FUND R-6) | 11/23/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.45 | 7.92 | 4.36 | NA | NA | NA | … | … | 0.96 | 7.17 | 7.56 | 12.85 | -8.24 | 5.74 | 6.55 | 13.88 | -4.31 | 4.68 | 1.82 |
| Sharpe Ratio | NA | 1.16 | 1.30 | 0.39 | NA | NA | NA | … | … | 0.06 | 1.12 | 1.17 | 1.72 | -1.38 | 2.17 | 0.55 | 3.74 | -1.50 | 1.61 | 7.68 |
| Standard Deviation(%) | NA | 3.50 | 4.01 | 4.83 | NA | NA | NA | … | … | 4.10 | 3.84 | 3.37 | 5.38 | 7.05 | 2.63 | 11.44 | 3.32 | 3.82 | 2.51 | 2.55 |
| Draw Down(%) | NA | 2.54 | 4.34 | 13.31 | NA | NA | NA | … | … | 2.54 | 4.34 | 1.80 | 3.95 | 13.31 | 1.78 | 20.66 | 1.40 | 6.80 | 2.02 | 0.41 |
| Yield(%) | 0.00 | 6.35 | 6.81 | 5.67 | 5.09 | 3.39 | 2.55 | … | … | 2.28 | 6.90 | 6.73 | 6.46 | 5.12 | 5.19 | 5.24 | 6.46 | 5.97 | 2.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYFX (HIGH YIELD FUND R-6) |
-0.37%
Mar 2017 – Mar 2020 |
1.58%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYFX (HIGH YIELD FUND R-6) |
10.60%
Sep 2022 – Sep 2025 |
7.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart