PGJZX Mutual Fund

PGJZX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-2.06%
3 Months
-3.09%
6 Months
-6.99%
YTD
+4.67%
1 Year
+9.62%
3 Years (annualized)
+14.80%
5 Years (annualized)
+11.50%
10 Years (annualized)
+10.04%

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)
+4.67%
Peer Avg (YTD)
+9.10%
vs Peers
-4.43%

PGJZX Mutual Fund Performance

PGJZX performance across multiple time periods: 1-month -2.06%, YTD 4.67%, 1-year 9.62%, 3-year 14.80%, 5-year 11.50%, 10-year 10.04%.

PGJZX returns trail the peer average of 9.10% 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.