PJHRX Mutual Fund

PJHRX Mutual Fund

NAV$34.10
See how much of PJHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.69%
3 Months
+10.76%
6 Months
+10.38%
YTD
+10.73%
1 Year
+34.21%
3 Years (annualized)
+14.93%
5 Years (annualized)
+5.97%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJHRX 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 Composite 1500 Index
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+9.65%
vs Peers
+1.08%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month 3.69%, YTD 10.73%, 1-year 34.21%, 3-year 14.93%, 5-year 5.97%, 10-year 12.00%.

PJHRX returns outperform the peer average of 9.65% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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