PJHRX Mutual Fund

NAV$32.50

Returns Overview

1 Month
+5.50%
3 Months
-0.34%
6 Months
-2.15%
YTD
-0.03%
1 Year
+30.69%
3 Years
+9.78%
5 Years
+4.93%
10 Years
+10.21%

Risk Metrics (1-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
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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(NA)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+1.69%
vs Peers
-1.72%

PJHRX Mutual Fund Performance

PJHRX performance across multiple time periods: 1-month 5.50%, YTD -0.03%, 1-year 30.69%, 3-year 9.78%, 5-year 4.93%, 10-year 10.21%.

PJHRX returns trail the peer average of 1.69% 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.