HJPSX Mutual Fund

NAV$22.07

Returns Overview

1 Month
-1.73%
3 Months
+9.74%
6 Months
+14.02%
YTD
+14.20%
1 Year
+41.10%
3 Years (annualized)
+24.72%
5 Years (annualized)
+11.07%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HJPSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell/Nomura Small Cap Index(^RNSCI)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+21.82%
vs Peers
-7.62%

HJPSX Mutual Fund Performance

HJPSX performance across multiple time periods: 1-month -1.73%, YTD 14.20%, 1-year 41.10%, 3-year 24.72%, 5-year 11.07%, 10-year 11.90%.

HJPSX returns trail the peer average of 21.82% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

HJPSX performance comparison shows side-by-side returns with another fund. HJPSX alternatives are available in the Mutual Fund Screener.