PJHRX Mutual Fund

PJHRX Mutual Fund

NAV$37.28
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Returns Overview

1 Month
-1.15%
3 Months
+12.69%
6 Months
+8.74%
YTD
+6.79%
1 Year
+35.71%
3 Years (annualized)
+13.75%
5 Years (annualized)
+5.83%
10 Years (annualized)
+10.52%

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
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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 Composite 1500 Index
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+6.74%
vs Peers
+0.05%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month -1.15%, YTD 6.79%, 1-year 35.71%, 3-year 13.75%, 5-year 5.83%, 10-year 10.52%.

PJHRX returns outperform the peer average of 6.74% 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.