PHJYX Mutual Fund

PHJYX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
-1.51%
3 Months
-0.16%
6 Months
+11.18%
YTD
+8.63%
1 Year
+12.44%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PHJYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Total Return USD(^SPTD45T:SP)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+7.09%
vs Peers
+1.54%

PHJYX Mutual Fund Performance

PHJYX performance across multiple time periods: 1-month -1.51%, YTD 8.63%, 1-year 12.44%, 3-year 16.92%, 5-year 8.57%, 10-year 10.49%.

PHJYX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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