PAJRX Mutual Fund

PAJRX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
+1.20%
3 Months
+0.84%
6 Months
+2.86%
YTD
+5.90%
1 Year
+9.47%
3 Years (annualized)
+10.15%
5 Years (annualized)
+4.28%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAJRX 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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+8.76%
vs Peers
-2.86%

PAJRX Mutual Fund Performance

PAJRX performance across multiple time periods: 1-month 1.20%, YTD 5.90%, 1-year 9.47%, 3-year 10.15%, 5-year 4.28%, 10-year 6.90%.

PAJRX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

PAJRX vs another fund shows side-by-side returns. PAJRX alternatives are available in the Mutual Fund Screener.