PJARX Mutual Fund

PJARX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
+0.24%
3 Months
+5.58%
6 Months
+7.61%
YTD
+16.92%
1 Year
+20.02%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.43%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJARX 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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.92%
Peer Avg (YTD)
+15.20%
vs Peers
+1.72%

PJARX Mutual Fund Performance

PJARX performance across multiple time periods: 1-month 0.24%, YTD 16.92%, 1-year 20.02%, 3-year 12.39%, 5-year 8.43%, 10-year 9.19%.

PJARX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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