PJEZX Mutual Fund

PJEZX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
-2.58%
3 Months
+2.88%
6 Months
+5.89%
YTD
+17.58%
1 Year
+17.19%
3 Years (annualized)
+13.35%
5 Years (annualized)
+9.72%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJEZX 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
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📉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)
+17.58%
Peer Avg (YTD)
+9.10%
vs Peers
+8.48%

PJEZX Mutual Fund Performance

PJEZX performance across multiple time periods: 1-month -2.58%, YTD 17.58%, 1-year 17.19%, 3-year 13.35%, 5-year 9.72%, 10-year 10.15%.

PJEZX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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