PGJAX Mutual Fund

NAV$18.83

Returns Overview

1 Month
+1.14%
3 Months
+1.21%
6 Months
+10.15%
YTD
+9.10%
1 Year
+14.78%
3 Years (annualized)
+15.12%
5 Years (annualized)
+11.28%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGJAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+11.24%
vs Peers
-2.14%

PGJAX Mutual Fund Performance

PGJAX performance across multiple time periods: 1-month 1.14%, YTD 9.10%, 1-year 14.78%, 3-year 15.12%, 5-year 11.28%, 10-year 9.20%.

PGJAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

PGJAX performance comparison shows side-by-side returns with another fund. PGJAX alternatives are available in the Mutual Fund Screener.