PAJJX Mutual Fund

PAJJX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
+0.42%
3 Months
+13.13%
6 Months
+11.15%
YTD
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAJJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date To 2065+ Index
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+7.64%
vs Peers
+2.80%

PAJJX Mutual Fund Performance

PAJJX performance across multiple time periods: 1-month 0.42%, YTD 10.44%.

PAJJX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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