PHJEX Mutual Fund

PHJEX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
-0.39%
3 Months
+3.03%
6 Months
+5.67%
YTD
+7.47%
1 Year
+17.18%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.76%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJEX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+6.99%
vs Peers
+0.48%

PHJEX Mutual Fund Performance

PHJEX performance across multiple time periods: 1-month -0.39%, YTD 7.47%, 1-year 17.18%, 3-year 14.12%, 5-year 7.76%, 10-year 9.79%.

PHJEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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