PHTJX Mutual Fund

NAV$16.93

Returns Overview

1 Month
+0.30%
3 Months
+8.79%
6 Months
+7.60%
YTD
+6.98%
1 Year
+16.41%
3 Years (annualized)
+13.37%
5 Years (annualized)
+6.91%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHTJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+7.64%
vs Peers
-0.66%

PHTJX Mutual Fund Performance

PHTJX performance across multiple time periods: 1-month 0.30%, YTD 6.98%, 1-year 16.41%, 3-year 13.37%, 5-year 6.91%, 10-year 9.44%.

PHTJX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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