PJEQX Mutual Fund

PJEQX Mutual Fund

NAV$18.15
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Returns Overview

1 Month
+3.57%
3 Months
+12.16%
6 Months
+18.78%
YTD
+18.40%
1 Year
+21.07%
3 Years (annualized)
+13.93%
5 Years (annualized)
+9.23%

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)
+18.40%
Peer Avg (YTD)
+11.24%
vs Peers
+7.15%

PJEQX Mutual Fund Performance

PJEQX performance across multiple time periods: 1-month 3.57%, YTD 18.40%, 1-year 21.07%, 3-year 13.93%, 5-year 9.23%.

PJEQX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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