PHJNX Mutual Fund

NAV$15.32

Returns Overview

1 Month
+0.20%
3 Months
+7.64%
6 Months
+6.66%
YTD
+6.07%
1 Year
+14.52%
3 Years (annualized)
+12.31%
5 Years (annualized)
+6.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index Total Return USD(^SPTDTR)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+7.64%
vs Peers
-1.57%

PHJNX Mutual Fund Performance

PHJNX performance across multiple time periods: 1-month 0.20%, YTD 6.07%, 1-year 14.52%, 3-year 12.31%, 5-year 6.08%.

PHJNX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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