PJERX Mutual Fund

NAV$17.90

Returns Overview

1 Month
+4.53%
3 Months
+15.31%
6 Months
+21.81%
YTD
+20.40%
1 Year
+34.86%
3 Years (annualized)
+20.45%
5 Years (annualized)
+15.39%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJERX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+20.40%
Peer Avg (YTD)
+9.49%
vs Peers
+10.91%

PJERX Mutual Fund Performance

PJERX performance across multiple time periods: 1-month 4.53%, YTD 20.40%, 1-year 34.86%, 3-year 20.45%, 5-year 15.39%, 10-year 12.19%.

PJERX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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