PHJUX Mutual Fund

PHJUX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
-1.44%
3 Months
+0.10%
6 Months
+12.44%
YTD
+9.59%
1 Year
+13.77%
3 Years (annualized)
+17.99%
5 Years (annualized)
+9.25%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJUX 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 2050 Total Return USD(^SPTD50T:SP)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+7.09%
vs Peers
+2.51%

PHJUX Mutual Fund Performance

PHJUX performance across multiple time periods: 1-month -1.44%, YTD 9.59%, 1-year 13.77%, 3-year 17.99%, 5-year 9.25%, 10-year 11.00%.

PHJUX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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