PJFZX Mutual Fund

NAV$73.68

Returns Overview

1 Month
-2.62%
3 Months
+1.77%
6 Months
+5.03%
YTD
+2.95%
1 Year
+12.38%
3 Years (annualized)
+20.90%
5 Years (annualized)
+12.60%
10 Years (annualized)
+21.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFZX 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)
+2.95%
Peer Avg (YTD)
+8.97%
vs Peers
-6.02%

PJFZX Mutual Fund Performance

PJFZX performance across multiple time periods: 1-month -2.62%, YTD 2.95%, 1-year 12.38%, 3-year 20.90%, 5-year 12.60%, 10-year 21.86%.

PJFZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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