PCJQX Mutual Fund

PCJQX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
-1.39%
3 Months
-0.07%
6 Months
+3.46%
YTD
+6.08%
1 Year
+7.20%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCJQX 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)
+6.08%
Peer Avg (YTD)
+6.70%
vs Peers
-0.62%

PCJQX Mutual Fund Performance

PCJQX performance across multiple time periods: 1-month -1.39%, YTD 6.08%, 1-year 7.20%, 3-year 17.92%, 5-year 8.19%.

PCJQX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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