Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHYRX (HIGH YIELD FUND R) | 2.64% | 5.75% | 6.52% | 3.24% | 3.79% | 4.81% | 4.96% | 5.84% |
Data as of 07/18/2025, AR inception is 12/31/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYRX (HIGH YIELD FUND R) | 12/31/2002 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.75 | 6.52 | 3.24 | 3.79 | 4.81 | 4.96 | 5.84 | 2.64 | 6.16 | 12.13 | -13.00 | 3.44 | 4.72 | 14.25 | -3.06 | 6.37 | 12.05 | -2.44 | 2.72 | 5.15 | 13.91 | 3.38 | 12.99 | 43.21 | -24.15 | 3.08 | 8.74 | 3.94 | 8.74 | 18.76 | 0.00 |
| Sharpe Ratio | NA | 0.71 | 0.58 | 0.24 | 0.40 | NA | NA | 0.80 | 0.47 | -0.13 | 1.37 | -1.71 | 1.23 | 0.39 | 3.99 | -1.21 | 2.14 | 2.12 | -0.51 | 0.71 | 1.56 | 4.40 | 0.54 | 2.96 | 5.18 | -2.11 | 0.02 | 1.90 | 0.52 | 2.24 | 4.98 | NA |
| Standard Deviation(%) | NA | 3.62 | 5.47 | 5.32 | 5.88 | NA | NA | 5.67 | 4.05 | 3.37 | 5.78 | 8.45 | 2.79 | 11.50 | 3.22 | 3.62 | 2.69 | 5.59 | 4.82 | 3.79 | 3.29 | 3.17 | 6.16 | 4.37 | 8.32 | 11.83 | 4.34 | 2.89 | 3.41 | 3.48 | 3.63 | 0.00 |
| Draw Down(%) | NA | 3.52 | 8.25 | 15.36 | 20.34 | NA | NA | 32.97 | 3.52 | 2.01 | 4.44 | 15.36 | 2.53 | 20.34 | 1.47 | 5.46 | 2.23 | 4.59 | 7.86 | 5.04 | 5.34 | 2.85 | 9.75 | 5.34 | 12.32 | 32.97 | 6.84 | 2.49 | 4.36 | 5.35 | 5.56 | 0.00 |
| Yield(%) | 0.00 | 4.73 | 5.08 | 4.34 | 4.57 | 5.31 | 5.23 | 6.22 | 1.86 | 5.63 | 5.32 | 3.97 | 3.91 | 3.98 | 4.87 | 4.63 | 4.57 | 5.16 | 7.34 | 7.61 | 5.31 | 6.20 | 6.75 | 6.89 | 9.75 | 6.80 | 6.55 | 6.65 | 6.30 | 6.31 | 3.81 | 0.72 |
Data as of 07/18/2025, AR inception is 12/31/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYRX (HIGH YIELD FUND R) |
-7.13%
Nov 2005 - Nov 2008 |
-1.65%
Nov 2003 - Nov 2008 |
2.64%
Oct 2013 - Oct 2023 |
4.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYRX (HIGH YIELD FUND R) |
21.58%
Feb 2009 - Feb 2012 |
16.45%
Nov 2008 - Nov 2013 |
9.76%
Nov 2008 - Nov 2018 |
7.36%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart