PHJBX Mutual Fund

PHJBX Mutual Fund

NAV$20.83
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Returns Overview

1 Month
+1.85%
3 Months
+1.95%
6 Months
+8.17%
YTD
+11.51%
1 Year
+19.70%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.12%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJBX 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
S&P Target Date 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+8.76%
vs Peers
+2.75%

PHJBX Mutual Fund Performance

PHJBX performance across multiple time periods: 1-month 1.85%, YTD 11.51%, 1-year 19.70%, 3-year 17.75%, 5-year 9.12%, 10-year 11.13%.

PHJBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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