PHJJX Mutual Fund

PHJJX Mutual Fund

NAV$16.40
See how much of PHJJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.33%
3 Months
+1.09%
6 Months
+4.97%
YTD
+7.81%
1 Year
+13.84%
3 Years (annualized)
+13.82%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJJX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+8.76%
vs Peers
-0.95%

PHJJX Mutual Fund Performance

PHJJX performance across multiple time periods: 1-month 1.33%, YTD 7.81%, 1-year 13.84%, 3-year 13.82%, 5-year 6.53%, 10-year 8.96%.

PHJJX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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