PJEAX Mutual Fund

PJEAX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+3.46%
3 Months
+11.96%
6 Months
+18.51%
YTD
+18.13%
1 Year
+20.55%
3 Years (annualized)
+13.57%
5 Years (annualized)
+11.10%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJEAX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+18.13%
Peer Avg (YTD)
+11.24%
vs Peers
+6.88%

PJEAX Mutual Fund Performance

PJEAX performance across multiple time periods: 1-month 3.46%, YTD 18.13%, 1-year 20.55%, 3-year 13.57%, 5-year 11.10%, 10-year 10.46%.

PJEAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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