PFJHX Mutual Fund

PFJHX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
+0.51%
3 Months
+10.13%
6 Months
+4.45%
YTD
+4.17%
1 Year
+9.96%
3 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFJHX 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
Morningstar Moderate Target Risk Index (Total Return)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+5.87%
vs Peers
-1.70%

PFJHX Mutual Fund Performance

PFJHX performance across multiple time periods: 1-month 0.51%, YTD 4.17%, 1-year 9.96%, 3-year 11.29%.

PFJHX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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