PJECX Mutual Fund

NAV$18.43

Returns Overview

1 Month
+2.90%
3 Months
+9.51%
6 Months
+21.57%
YTD
+22.54%
1 Year
+19.66%
3 Years (annualized)
+12.75%
5 Years (annualized)
+10.44%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJECX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+22.54%
Peer Avg (YTD)
+11.24%
vs Peers
+11.30%

PJECX Mutual Fund Performance

PJECX performance across multiple time periods: 1-month 2.90%, YTD 22.54%, 1-year 19.66%, 3-year 12.75%, 5-year 10.44%, 10-year 9.72%.

PJECX returns outperform the peer average of 11.24% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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