PHJDX Mutual Fund

PHJDX Mutual Fund

NAV$19.59
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Returns Overview

1 Month
+1.86%
3 Months
+1.92%
6 Months
+8.19%
YTD
+11.49%
1 Year
+19.64%
3 Years (annualized)
+18.11%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJDX 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 2065 Total Return USD(SPTGT65TR)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+8.76%
vs Peers
+2.74%

PHJDX Mutual Fund Performance

PHJDX performance across multiple time periods: 1-month 1.86%, YTD 11.49%, 1-year 19.64%, 3-year 18.11%, 5-year 9.29%.

PHJDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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