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PHPPX: MIDCAP GROWTH FUND R-5 (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/20/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.76% |
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Performance Analytics (As of 09/19/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/15/2006 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -24.0 | -7.7 | 2.5 | 3.5 | 8.0 | 10.5 | 8.4 | 8.8 | -16.4 | 22.3 | 13.5 | -32.4 | 14.1 | 60.9 | 31.1 | -9.4 | 28.9 | 3.0 | 2.0 | 12.7 | 35.0 | 13.3 | -6.8 | 29.3 | 26.2 | -41.5 | 29.6 | 1.7 | 13.2 | 10.0 | 32.5 | -40.5 | -25.2 | 10.5 |
| Sharpe Ratio | NA | -0.28 | -0.04 | 0.05 | 0.27 | NA | NA | 0.18 | -0.58 | 1.04 | 0.54 | -1.08 | 0.61 | 1.74 | 1.65 | -0.47 | 2.49 | 0.17 | 0.11 | 0.7 | 2.1 | 0.76 | -0.22 | 1.19 | 0.98 | -1.04 | 1.47 | -0.1 | 0.77 | 0.61 | 1.79 | -1.44 | -0.66 | NA |
| Draw Down(%) | NA | 29.2 | 29.2 | 40.0 | 40.0 | NA | NA | 65.6 | 28.4 | 13.3 | 19.8 | 35.2 | 14.0 | 36.7 | 11.1 | 29.2 | 4.3 | 18.1 | 13.2 | 13.7 | 7.5 | 12.7 | 26.1 | 17.1 | 17.0 | 51.7 | 10.6 | 18.9 | 9.3 | 14.4 | 11.6 | 49.0 | 52.8 | NA |
| Standard Deviation(%) | NA | 37.7 | 27.2 | 27.0 | 24.6 | NA | NA | 24.7 | 43.2 | 18.1 | 18.4 | 31.4 | 23.0 | 34.7 | 18.0 | 22.9 | 11.4 | 16.2 | 17.2 | 18.1 | 16.6 | 17.5 | 30.6 | 24.5 | 26.6 | 40.6 | 18.1 | 16.9 | 14.2 | 14.9 | 17.8 | 29.0 | 42.6 | NA |
| Treynor Ratio | NA | -0.09 | -0.01 | 0.01 | 0.07 | NA | NA | 0.05 | -0.2 | 0.16 | 0.1 | -0.36 | 0.12 | 0.82 | 0.24 | -0.09 | 0.23 | 0.03 | 0.02 | 0.11 | 0.29 | 0.13 | -0.07 | 0.27 | 0.32 | -0.5 | 0.26 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | -0.11 | -0.05 | -0.03 | -0.01 | NA | NA | 0.0 | -0.18 | 0.02 | -0.03 | -0.03 | -0.03 | 0.11 | -0.03 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.04 | -0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.23 | 1.09 | 1.07 | 0.98 | NA | NA | 0.96 | 1.25 | 1.14 | 1.03 | 0.95 | 1.19 | 0.73 | 1.22 | 1.2 | 1.25 | 0.93 | 1.04 | 1.12 | 1.2 | 1.03 | 1.05 | 1.09 | 0.82 | 0.85 | 1.0 | 1.11 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.54 | 0.67 | 0.77 | 0.73 | NA | NA | 0.61 | 0.51 | 0.9 | 0.9 | 0.95 | 0.89 | 0.56 | 0.89 | 0.91 | 0.81 | 0.84 | 0.91 | 0.72 | 0.91 | 0.9 | 0.94 | 0.97 | 0.85 | 0.96 | 0.91 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | 0.0 | 6.3 | 7.0 | 9.7 | 8.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 16.5 | 13.8 | 5.1 | 12.0 | 4.2 | 0.1 | 2.3 | 20.5 | 25.3 | 6.2 | 11.0 | 0.0 | 0.0 | 0.0 | 8.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | 75.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 71.7 | 250.6 | -67.6 | 255.6 | 3010.0 | -93.9 | -89.7 | -14.8 | 345.3 | -54.2 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2006
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