PHJBX Mutual Fund

NAV$20.93

Returns Overview

1 Month
+0.34%
3 Months
+12.63%
6 Months
+10.69%
YTD
+9.75%
1 Year
+22.51%
3 Years (annualized)
+17.28%
5 Years (annualized)
+9.46%

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
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
S&P Target Date 2055 Total Return USD(^SPTD55T:SP)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+7.64%
vs Peers
+2.11%

PHJBX Mutual Fund Performance

PHJBX performance across multiple time periods: 1-month 0.34%, YTD 9.75%, 1-year 22.51%, 3-year 17.28%, 5-year 9.46%.

PHJBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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