PCJRX Mutual Fund

PCJRX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
-1.48%
3 Months
-0.22%
6 Months
+3.10%
YTD
+5.47%
1 Year
+6.41%
3 Years (annualized)
+17.04%
5 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCJRX 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)
+5.47%
Peer Avg (YTD)
+6.70%
vs Peers
-1.23%

PCJRX Mutual Fund Performance

PCJRX performance across multiple time periods: 1-month -1.48%, YTD 5.47%, 1-year 6.41%, 3-year 17.04%, 5-year 7.38%.

PCJRX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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