PJHRX Mutual Fund

NAV$34.86

Returns Overview

1 Month
+4.84%
3 Months
+14.90%
6 Months
+6.35%
YTD
+8.06%
1 Year
+36.03%
3 Years (annualized)
+11.10%
5 Years (annualized)
+4.86%
10 Years (annualized)
+11.53%

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
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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
S&P Composite 1500 Index
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+7.57%
vs Peers
+0.49%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month 4.84%, YTD 8.06%, 1-year 36.03%, 3-year 11.10%, 5-year 4.86%, 10-year 11.53%.

PJHRX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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