PJFPX Mutual Fund

NAV$72.38

Returns Overview

1 Month
-2.64%
3 Months
+1.73%
6 Months
+4.94%
YTD
+2.86%
1 Year
+12.20%
3 Years (annualized)
+24.36%
5 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFPX 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)
+2.86%
Peer Avg (YTD)
+8.97%
vs Peers
-6.11%

PJFPX Mutual Fund Performance

PJFPX performance across multiple time periods: 1-month -2.64%, YTD 2.86%, 1-year 12.20%, 3-year 24.36%, 5-year 14.47%.

PJFPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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