PHJYX Mutual Fund

PHJYX Mutual Fund

NAV$18.40
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Returns Overview

1 Month
-0.69%
3 Months
-0.53%
6 Months
+2.96%
YTD
+7.88%
1 Year
+10.17%
3 Years (annualized)
+18.95%
5 Years (annualized)
+7.96%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJYX 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 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+6.70%
vs Peers
+1.18%

PHJYX Mutual Fund Performance

PHJYX performance across multiple time periods: 1-month -0.69%, YTD 7.88%, 1-year 10.17%, 3-year 18.95%, 5-year 7.96%, 10-year 10.49%.

PHJYX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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