PJARX Mutual Fund

PJARX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+0.49%
3 Months
+3.98%
6 Months
+9.85%
YTD
+16.63%
1 Year
+27.86%
3 Years (annualized)
+10.94%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.34%

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)
+16.63%
Peer Avg (YTD)
+15.31%
vs Peers
+1.32%

PJARX Mutual Fund Performance

PJARX performance across multiple time periods: 1-month 0.49%, YTD 16.63%, 1-year 27.86%, 3-year 10.94%, 5-year 8.81%, 10-year 9.34%.

PJARX returns outperform the peer average of 15.31% 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.