PHJNX Mutual Fund

PHJNX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
-0.46%
3 Months
+2.16%
6 Months
+4.13%
YTD
+5.58%
1 Year
+13.34%
3 Years (annualized)
+11.43%
5 Years (annualized)
+5.79%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJNX 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 2030 Index Total Return USD(^SPTDTR)
This Mutual Fund (YTD)
+5.58%
Peer Avg (YTD)
+6.99%
vs Peers
-1.41%

PHJNX Mutual Fund Performance

PHJNX performance across multiple time periods: 1-month -0.46%, YTD 5.58%, 1-year 13.34%, 3-year 11.43%, 5-year 5.79%, 10-year 8.14%.

PHJNX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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