HJPIX Mutual Fund

NAV$55.80

Returns Overview

1 Month
+0.86%
3 Months
+16.10%
6 Months
+18.96%
YTD
+19.18%
1 Year
+30.20%
3 Years (annualized)
+24.00%
5 Years (annualized)
+9.96%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJPIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell/Nomura Total Market Index(^FRCNRI)
This Mutual Fund (YTD)
+19.18%
Peer Avg (YTD)
+21.82%
vs Peers
-2.64%

HJPIX Mutual Fund Performance

HJPIX performance across multiple time periods: 1-month 0.86%, YTD 19.18%, 1-year 30.20%, 3-year 24.00%, 5-year 9.96%, 10-year 11.10%.

HJPIX returns trail the peer average of 21.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

HJPIX performance comparison shows side-by-side returns with another fund. HJPIX alternatives are available in the Mutual Fund Screener.