PGJZX Mutual Fund

NAV$18.86

Returns Overview

1 Month
+1.25%
3 Months
+1.35%
6 Months
+10.34%
YTD
+9.35%
1 Year
+15.24%
3 Years (annualized)
+15.51%
5 Years (annualized)
+13.41%
10 Years (annualized)
+10.34%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+9.35%
Peer Avg (YTD)
+11.24%
vs Peers
-1.90%

PGJZX Mutual Fund Performance

PGJZX performance across multiple time periods: 1-month 1.25%, YTD 9.35%, 1-year 15.24%, 3-year 15.51%, 5-year 13.41%, 10-year 10.34%.

PGJZX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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