PHJYX Mutual Fund

PHJYX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
+0.27%
3 Months
+11.36%
6 Months
+9.62%
YTD
+8.80%
1 Year
+20.56%
3 Years (annualized)
+16.52%
5 Years (annualized)
+8.93%

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
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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 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+7.64%
vs Peers
+1.16%

PHJYX Mutual Fund Performance

PHJYX performance across multiple time periods: 1-month 0.27%, YTD 8.80%, 1-year 20.56%, 3-year 16.52%, 5-year 8.93%.

PHJYX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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