PJRAX Mutual Fund

NAV$10.49

Returns Overview

1 Month
-4.29%
3 Months
+0.29%
6 Months
+2.44%
YTD
+8.93%
1 Year
+33.01%
3 Years (annualized)
+24.87%
5 Years (annualized)
+13.94%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJRAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+8.71%
vs Peers
+0.22%

PJRAX Mutual Fund Performance

PJRAX performance across multiple time periods: 1-month -4.29%, YTD 8.93%, 1-year 33.01%, 3-year 24.87%, 5-year 13.94%, 10-year 11.45%.

PJRAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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