PACJX Mutual Fund

NAV$14.49

Returns Overview

1 Month
+0.49%
3 Months
+12.77%
6 Months
+10.93%
YTD
+10.33%
1 Year
+22.28%
3 Years (annualized)
+19.47%
5 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+7.64%
vs Peers
+2.69%

PACJX Mutual Fund Performance

PACJX performance across multiple time periods: 1-month 0.49%, YTD 10.33%, 1-year 22.28%, 3-year 19.47%, 5-year 11.10%.

PACJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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