PJEQX Mutual Fund

PJEQX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
+2.11%
3 Months
-6.24%
6 Months
-1.46%
YTD
+13.29%
1 Year
+12.79%
3 Years (annualized)
+16.01%
5 Years (annualized)
+3.69%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJEQX 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)
+13.29%
Peer Avg (YTD)
+7.23%
vs Peers
+6.06%

PJEQX Mutual Fund Performance

PJEQX performance across multiple time periods: 1-month 2.11%, YTD 13.29%, 1-year 12.79%, 3-year 16.01%, 5-year 3.69%, 10-year 7.80%.

PJEQX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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