PJDZX Mutual Fund

PJDZX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
-0.15%
3 Months
+0.27%
6 Months
+2.89%
YTD
+10.46%
1 Year
+16.77%
3 Years (annualized)
+17.83%
5 Years (annualized)
+9.39%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJDZX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+11.21%
vs Peers
-0.75%

PJDZX Mutual Fund Performance

PJDZX performance across multiple time periods: 1-month -0.15%, YTD 10.46%, 1-year 16.77%, 3-year 17.83%, 5-year 9.39%, 10-year 12.34%.

PJDZX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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