PHJMX Mutual Fund

PHJMX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+1.62%
3 Months
+1.87%
6 Months
+4.52%
YTD
+4.07%
1 Year
+12.72%
3 Years (annualized)
+9.94%
5 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJMX 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
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📉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 2015 Total Return USD(SPTDR15G)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+7.21%
vs Peers
-3.14%

PHJMX Mutual Fund Performance

PHJMX performance across multiple time periods: 1-month 1.62%, YTD 4.07%, 1-year 12.72%, 3-year 9.94%, 5-year 4.27%.

PHJMX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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