HJPSX Mutual Fund

HJPSX Mutual Fund

NAV$22.74
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Returns Overview

1 Month
-2.78%
3 Months
+2.11%
6 Months
+6.26%
YTD
+17.08%
1 Year
+21.44%
3 Years (annualized)
+22.39%
5 Years (annualized)
+8.54%
10 Years (annualized)
+9.85%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+17.08%
Peer Avg (YTD)
+16.39%
vs Peers
+0.68%

HJPSX Mutual Fund Performance

HJPSX performance across multiple time periods: 1-month -2.78%, YTD 17.08%, 1-year 21.44%, 3-year 22.39%, 5-year 8.54%, 10-year 9.85%.

HJPSX returns outperform the peer average of 16.39% 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.