PJDQX Mutual Fund

NAV$20.47

Returns Overview

1 Month
-1.59%
3 Months
+0.64%
6 Months
+6.67%
YTD
+8.94%
1 Year
+22.07%
3 Years (annualized)
+22.17%
5 Years (annualized)
+14.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJDQX 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%

PJDQX Mutual Fund Performance

PJDQX performance across multiple time periods: 1-month -1.59%, YTD 8.94%, 1-year 22.07%, 3-year 22.17%, 5-year 14.07%.

PJDQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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