PJHRX Mutual Fund

PJHRX Mutual Fund

NAV$32.84
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Returns Overview

1 Month
-4.54%
3 Months
-2.15%
6 Months
+12.17%
YTD
+5.70%
1 Year
+23.39%
3 Years (annualized)
+14.93%
5 Years (annualized)
+5.97%
10 Years (annualized)
+12.00%

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)
+5.70%
Peer Avg (YTD)
+8.76%
vs Peers
-3.06%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month -4.54%, YTD 5.70%, 1-year 23.39%, 3-year 14.93%, 5-year 5.97%, 10-year 12.00%.

PJHRX returns trail the peer average of 8.76% 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.