PGJZX Mutual Fund

PGJZX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
-2.26%
3 Months
-4.66%
6 Months
+3.57%
YTD
+6.87%
1 Year
+12.93%
3 Years (annualized)
+14.11%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGJZX 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)
+6.87%
Peer Avg (YTD)
+12.53%
vs Peers
-5.66%

PGJZX Mutual Fund Performance

PGJZX performance across multiple time periods: 1-month -2.26%, YTD 6.87%, 1-year 12.93%, 3-year 14.11%, 5-year 8.79%, 10-year 8.18%.

PGJZX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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