PHJTX Mutual Fund

PHJTX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
-0.46%
3 Months
+1.49%
6 Months
+3.04%
YTD
+4.20%
1 Year
+10.53%
3 Years (annualized)
+9.36%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+6.99%
vs Peers
-2.79%

PHJTX Mutual Fund Performance

PHJTX performance across multiple time periods: 1-month -0.46%, YTD 4.20%, 1-year 10.53%, 3-year 9.36%, 5-year 4.48%, 10-year 6.55%.

PHJTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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