PCJIX Mutual Fund

PCJIX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
-0.81%
3 Months
+3.59%
6 Months
+6.78%
YTD
+6.27%
1 Year
+13.81%
3 Years (annualized)
+14.85%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCJIX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+6.99%
vs Peers
-0.72%

PCJIX Mutual Fund Performance

PCJIX performance across multiple time periods: 1-month -0.81%, YTD 6.27%, 1-year 13.81%, 3-year 14.85%, 5-year 8.95%.

PCJIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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