PHJEX Mutual Fund

PHJEX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
+1.53%
3 Months
+1.41%
6 Months
+6.08%
YTD
+9.11%
1 Year
+15.95%
3 Years (annualized)
+15.56%
5 Years (annualized)
+7.67%
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)
+9.11%
Peer Avg (YTD)
+8.76%
vs Peers
+0.36%

PHJEX Mutual Fund Performance

PHJEX performance across multiple time periods: 1-month 1.53%, YTD 9.11%, 1-year 15.95%, 3-year 15.56%, 5-year 7.67%, 10-year 9.79%.

PHJEX returns outperform the peer average of 8.76% 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.