Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIYX (HIGH YIELD FUND INSTITUTIONAL) | 0.02% | 5.70% | 7.77% | 3.67% | 5.05% | 5.10% | 5.78% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIYX (HIGH YIELD FUND INSTITUTIONAL) | 12/30/1992 | 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 | 5.70 | 7.77 | 3.67 | 5.05 | 5.10 | 5.78 | … | … | 0.02 | 8.59 | 6.82 | 12.82 | -10.77 | 4.06 | 5.37 | 14.94 | -2.49 | 7.02 | 12.70 | -1.84 | 3.34 | 5.78 | 14.60 | 4.00 | 13.62 | 44.08 | -23.69 | 3.73 | 9.43 | 4.64 | 9.46 | 23.70 | -0.92 | 5.00 | -0.44 | 2.83 | 6.57 | 13.22 | 11.66 | 20.09 | 2.15 | 17.96 | 0.37 |
| Sharpe Ratio | NA | 0.91 | 1.12 | 0.21 | 0.60 | NA | NA | … | … | -0.62 | 1.57 | 0.93 | 1.58 | -1.48 | 1.41 | 0.44 | 4.09 | -1.05 | 2.29 | 2.21 | -0.38 | 0.86 | 1.71 | 4.49 | 0.64 | 3.05 | 5.25 | -2.07 | 0.13 | 2.00 | 0.68 | 2.37 | 5.85 | -0.31 | 0.59 | -1.39 | -0.17 | 0.78 | 3.06 | 2.21 | 4.57 | -0.27 | 5.51 | NA |
| Standard Deviation(%) | NA | 3.35 | 4.04 | 5.31 | 5.67 | NA | NA | … | … | 3.99 | 3.65 | 3.45 | 5.85 | 8.29 | 2.86 | 11.52 | 3.29 | 3.70 | 2.78 | 5.64 | 4.88 | 3.87 | 3.37 | 3.27 | 6.23 | 4.44 | 8.38 | 11.86 | 4.44 | 3.03 | 3.51 | 3.58 | 3.93 | 6.72 | 4.39 | 3.36 | 3.10 | 3.99 | 3.10 | 3.59 | 3.53 | 3.44 | 2.85 | 0.00 |
| Draw Down(%) | NA | 2.58 | 3.53 | 15.01 | 20.29 | NA | NA | … | … | 2.58 | 3.48 | 2.01 | 4.44 | 15.01 | 2.45 | 20.29 | 1.47 | 5.36 | 2.23 | 4.54 | 7.58 | 4.90 | 5.29 | 2.79 | 9.66 | 5.34 | 12.23 | 32.74 | 6.79 | 2.41 | 4.24 | 5.13 | 4.42 | 13.80 | 4.46 | 4.85 | 2.97 | 5.58 | 2.20 | 2.22 | 0.81 | 4.84 | 0.73 | 0.00 |
| Yield(%) | 0.00 | 5.84 | 6.27 | 5.35 | 5.46 | 5.60 | 5.94 | … | … | 2.09 | 6.30 | 6.25 | 5.95 | 6.15 | 4.50 | 4.57 | 5.51 | 5.20 | 5.19 | 5.77 | 7.95 | 8.21 | 5.90 | 6.83 | 7.35 | 7.46 | 10.45 | 7.34 | 7.16 | 7.29 | 6.96 | 6.96 | 8.23 | 7.85 | 8.51 | 8.64 | 8.28 | 8.32 | 9.67 | 9.95 | 10.03 | 8.47 | 8.97 | 0.27 |
Data as of 06/05/2026, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIYX (HIGH YIELD FUND INSTITUTIONAL) |
-6.55%
Nov 2005 – Nov 2008 |
-1.02%
Nov 2003 – Nov 2008 |
2.04%
Nov 1998 – Nov 2008 |
4.79%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIYX (HIGH YIELD FUND INSTITUTIONAL) |
22.30%
Feb 2009 – Feb 2012 |
17.14%
Nov 2008 – Nov 2013 |
10.41%
Nov 2008 – Nov 2018 |
8.48%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart