Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHYAX (HIGH YIELD FUND ADMINISTRATIVE) | -0.08% | 5.43% | 7.50% | 3.01% | 4.54% | 4.68% | 5.39% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHYAX (HIGH YIELD FUND ADMINISTRATIVE) | 01/30/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 5.43 | 7.50 | 3.01 | 4.54 | 4.68 | 5.39 | … | … | -0.08 | 8.32 | 6.52 | 12.51 | -12.67 | 3.80 | 5.10 | 14.65 | -2.73 | 6.30 | 12.40 | -2.09 | 3.07 | 5.51 | 14.31 | 3.76 | 13.38 | 43.69 | -23.87 | 3.48 | 9.16 | 4.39 | 9.19 | 23.39 | -1.09 | 4.75 | -0.68 | 2.56 | 6.28 | 12.09 | 10.14 | 19.40 |
| Sharpe Ratio | NA | 1.23 | 1.24 | 0.12 | 0.53 | NA | NA | … | … | -0.37 | 1.51 | 0.85 | 1.54 | -1.67 | 1.33 | 0.42 | 4.04 | -1.13 | 2.09 | 2.17 | -0.44 | 0.80 | 1.64 | 4.45 | 0.60 | 3.01 | 5.22 | -2.09 | 0.08 | 1.94 | 0.61 | 2.32 | 5.80 | -0.33 | 0.54 | -1.48 | -0.26 | 0.71 | 2.83 | 1.73 | 4.98 |
| Standard Deviation(%) | NA | 3.36 | 4.03 | 5.35 | 5.68 | NA | NA | … | … | 4.00 | 3.61 | 3.41 | 5.82 | 8.47 | 2.83 | 11.51 | 3.26 | 3.67 | 2.72 | 5.62 | 4.86 | 3.83 | 3.33 | 3.23 | 6.20 | 4.41 | 8.35 | 11.85 | 4.40 | 2.97 | 3.48 | 3.54 | 3.91 | 6.70 | 4.35 | 3.31 | 3.04 | 3.95 | 2.97 | 3.72 | 3.47 |
| Draw Down(%) | NA | 2.58 | 3.56 | 15.14 | 20.31 | NA | NA | … | … | 2.58 | 3.50 | 2.01 | 4.44 | 15.14 | 2.48 | 20.31 | 1.47 | 5.41 | 2.23 | 4.57 | 7.70 | 4.96 | 5.31 | 2.81 | 9.70 | 5.34 | 12.28 | 32.83 | 6.81 | 2.43 | 4.28 | 5.22 | 4.46 | 13.85 | 4.51 | 4.91 | 3.06 | 5.62 | 2.21 | 2.24 | 0.83 |
| Yield(%) | 0.00 | 5.58 | 6.00 | 4.80 | 4.99 | 5.24 | 5.62 | … | … | 2.00 | 6.05 | 5.97 | 5.67 | 4.31 | 4.25 | 4.33 | 5.24 | 4.97 | 4.50 | 5.49 | 7.70 | 7.95 | 5.65 | 6.56 | 7.12 | 7.24 | 10.13 | 7.13 | 6.93 | 7.04 | 6.73 | 6.71 | 7.95 | 7.69 | 8.27 | 8.41 | 8.02 | 8.05 | 8.63 | 8.57 | 9.35 |
Data as of 06/05/2026, Common starting date is 01/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYAX (HIGH YIELD FUND ADMINISTRATIVE) |
-6.78%
Nov 2005 – Nov 2008 |
-1.26%
Nov 2003 – Nov 2008 |
1.80%
Nov 1998 – Nov 2008 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHYAX (HIGH YIELD FUND ADMINISTRATIVE) |
22.01%
Feb 2009 – Feb 2012 |
16.85%
Nov 2008 – Nov 2013 |
10.09%
Nov 2008 – Nov 2018 |
8.18%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart