PHJTX Mutual Fund

PHJTX Mutual Fund

NAV$12.85
See how much of PHJTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.92%
3 Months
-1.47%
6 Months
+4.16%
YTD
+3.15%
1 Year
+5.33%
3 Years (annualized)
+10.23%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJTX 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 Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+7.09%
vs Peers
-3.94%

PHJTX Mutual Fund Performance

PHJTX performance across multiple time periods: 1-month -1.92%, YTD 3.15%, 1-year 5.33%, 3-year 10.23%, 5-year 4.43%, 10-year 6.55%.

PHJTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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