HJPSX Mutual Fund

HJPSX Mutual Fund

NAV$23.29
See how much of HJPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.90%
3 Months
+2.52%
6 Months
+0.61%
YTD
+19.14%
1 Year
+23.29%
3 Years (annualized)
+21.32%
5 Years (annualized)
+9.09%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJPSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell/Nomura Small Cap Index(^RNSCI)
This Mutual Fund (YTD)
+19.14%
Peer Avg (YTD)
+21.73%
vs Peers
-2.60%

HJPSX Mutual Fund Performance

HJPSX performance across multiple time periods: 1-month 3.90%, YTD 19.14%, 1-year 23.29%, 3-year 21.32%, 5-year 9.09%, 10-year 10.65%.

HJPSX returns trail the peer average of 21.73% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

HJPSX vs another fund shows side-by-side returns. HJPSX alternatives are available in the Mutual Fund Screener.