PJDAX Mutual Fund

NAV$20.47

Returns Overview

1 Month
-1.59%
3 Months
+0.64%
6 Months
+6.67%
YTD
+8.94%
1 Year
+21.77%
3 Years (annualized)
+21.86%
5 Years (annualized)
+13.77%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJDAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+9.51%
vs Peers
-0.57%

PJDAX Mutual Fund Performance

PJDAX performance across multiple time periods: 1-month -1.59%, YTD 8.94%, 1-year 21.77%, 3-year 21.86%, 5-year 13.77%, 10-year 14.06%.

PJDAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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