PHJGX Mutual Fund

PHJGX Mutual Fund

NAV$21.45
See how much of PHJGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.24%
3 Months
+4.02%
6 Months
+7.23%
YTD
+9.44%
1 Year
+20.82%
3 Years (annualized)
+16.40%
5 Years (annualized)
+9.41%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+6.99%
vs Peers
+2.45%

PHJGX Mutual Fund Performance

PHJGX performance across multiple time periods: 1-month -0.24%, YTD 9.44%, 1-year 20.82%, 3-year 16.40%, 5-year 9.41%, 10-year 11.22%.

PHJGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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