PJFOX Mutual Fund

NAV$70.14

Returns Overview

1 Month
-2.65%
3 Months
+1.68%
6 Months
+4.83%
YTD
+2.72%
1 Year
+11.93%
3 Years (annualized)
+24.13%
5 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFOX 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)
+2.72%
Peer Avg (YTD)
+8.97%
vs Peers
-6.25%

PJFOX Mutual Fund Performance

PJFOX performance across multiple time periods: 1-month -2.65%, YTD 2.72%, 1-year 11.93%, 3-year 24.13%, 5-year 14.27%.

PJFOX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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