PFJDX Mutual Fund

PFJDX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-1.18%
3 Months
+1.54%
6 Months
+3.30%
YTD
+4.60%
1 Year
+11.26%
3 Years (annualized)
+10.35%
5 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PFJDX 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
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+5.54%
vs Peers
-0.94%

PFJDX Mutual Fund Performance

PFJDX performance across multiple time periods: 1-month -1.18%, YTD 4.60%, 1-year 11.26%, 3-year 10.35%, 5-year 4.82%.

PFJDX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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