PMJIX Mutual Fund

NAV$14.12

Returns Overview

1 Month
+0.21%
3 Months
+9.71%
6 Months
+16.98%
YTD
+19.97%
1 Year
+36.87%
3 Years (annualized)
+21.50%
5 Years (annualized)
+11.91%
10 Years (annualized)
+14.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.97%
Peer Avg (YTD)
+18.52%
vs Peers
+1.44%

PMJIX Mutual Fund Performance

PMJIX performance across multiple time periods: 1-month 0.21%, YTD 19.97%, 1-year 36.87%, 3-year 21.50%, 5-year 11.91%, 10-year 14.24%.

PMJIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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