PJDCX Mutual Fund

NAV$20.17

Returns Overview

1 Month
-1.66%
3 Months
+0.55%
6 Months
+6.49%
YTD
+8.73%
1 Year
+20.79%
3 Years (annualized)
+20.99%
5 Years (annualized)
+14.89%
10 Years (annualized)
+14.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJDCX 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)
+8.73%
Peer Avg (YTD)
+9.51%
vs Peers
-0.77%

PJDCX Mutual Fund Performance

PJDCX performance across multiple time periods: 1-month -1.66%, YTD 8.73%, 1-year 20.79%, 3-year 20.99%, 5-year 14.89%, 10-year 14.22%.

PJDCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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