PGJAX Mutual Fund

PGJAX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
+7.02%
3 Months
-2.21%
6 Months
-6.80%
YTD
+4.29%
1 Year
+6.61%
3 Years (annualized)
+15.91%
5 Years (annualized)
+6.53%
10 Years (annualized)
+7.98%

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
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📉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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
+4.29%
Peer Avg (YTD)
+7.23%
vs Peers
-2.93%

PGJAX Mutual Fund Performance

PGJAX performance across multiple time periods: 1-month 7.02%, YTD 4.29%, 1-year 6.61%, 3-year 15.91%, 5-year 6.53%, 10-year 7.98%.

PGJAX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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