PJHRX Mutual Fund

NAV$30.74

Returns Overview

1 Month
+2.15%
3 Months
-15.02%
6 Months
+5.24%
YTD
+0.31%
1 Year
+0.53%
3 Years
+6.53%
5 Years
+2.38%
10 Years
+9.53%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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(NA)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+1.55%
vs Peers
-1.24%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month 2.15%, YTD 0.31%, 1-year 0.53%, 3-year 6.53%, 5-year 2.38%, 10-year 9.53%.

PJHRX returns trail the peer average of 1.55% 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.