PJGQX Mutual Fund

NAV$21.29

Returns Overview

1 Month
-4.06%
3 Months
+2.41%
6 Months
+3.80%
YTD
+1.91%
1 Year
+5.74%
3 Years (annualized)
+5.91%
5 Years (annualized)
+1.56%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGQX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+10.82%
vs Peers
-8.90%

PJGQX Mutual Fund Performance

PJGQX performance across multiple time periods: 1-month -4.06%, YTD 1.91%, 1-year 5.74%, 3-year 5.91%, 5-year 1.56%, 10-year 10.34%.

PJGQX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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