PHJQX Mutual Fund

PHJQX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-1.87%
3 Months
-1.32%
6 Months
+5.11%
YTD
+3.88%
1 Year
+6.29%
3 Years (annualized)
+11.22%
5 Years (annualized)
+5.02%
10 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJQX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+7.09%
vs Peers
-3.21%

PHJQX Mutual Fund Performance

PHJQX performance across multiple time periods: 1-month -1.87%, YTD 3.88%, 1-year 6.29%, 3-year 11.22%, 5-year 5.02%, 10-year 7.33%.

PHJQX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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