PJEZX Mutual Fund

PJEZX Mutual Fund

NAV$18.59
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Returns Overview

1 Month
+3.51%
3 Months
+12.13%
6 Months
+18.68%
YTD
+18.30%
1 Year
+20.94%
3 Years (annualized)
+13.86%
5 Years (annualized)
+11.39%
10 Years (annualized)
+10.24%

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)
+18.30%
Peer Avg (YTD)
+11.24%
vs Peers
+7.05%

PJEZX Mutual Fund Performance

PJEZX performance across multiple time periods: 1-month 3.51%, YTD 18.30%, 1-year 20.94%, 3-year 13.86%, 5-year 11.39%, 10-year 10.24%.

PJEZX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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