PJFQX Mutual Fund

NAV$74.64

Returns Overview

1 Month
-2.61%
3 Months
+1.80%
6 Months
+5.10%
YTD
+3.02%
1 Year
+12.51%
3 Years (annualized)
+21.05%
5 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFQX 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)
+3.02%
Peer Avg (YTD)
+8.97%
vs Peers
-5.95%

PJFQX Mutual Fund Performance

PJFQX performance across multiple time periods: 1-month -2.61%, YTD 3.02%, 1-year 12.51%, 3-year 21.05%, 5-year 12.72%.

PJFQX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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