PJERX Mutual Fund

PJERX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
-5.14%
3 Months
+1.37%
6 Months
+10.38%
YTD
+16.35%
1 Year
+28.71%
3 Years (annualized)
+17.57%
5 Years (annualized)
+10.92%
10 Years (annualized)
+9.97%

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
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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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+11.41%
vs Peers
+4.94%

PJERX Mutual Fund Performance

PJERX performance across multiple time periods: 1-month -5.14%, YTD 16.35%, 1-year 28.71%, 3-year 17.57%, 5-year 10.92%, 10-year 9.97%.

PJERX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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