PJGRX Mutual Fund

NAV$45.34

Returns Overview

1 Month
-2.66%
3 Months
+1.66%
6 Months
+4.78%
YTD
+2.67%
1 Year
+11.82%
3 Years (annualized)
+20.29%
5 Years (annualized)
+12.94%
10 Years (annualized)
+23.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGRX 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)
+2.67%
Peer Avg (YTD)
+8.97%
vs Peers
-6.30%

PJGRX Mutual Fund Performance

PJGRX performance across multiple time periods: 1-month -2.66%, YTD 2.67%, 1-year 11.82%, 3-year 20.29%, 5-year 12.94%, 10-year 23.10%.

PJGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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