PJEZX Mutual Fund

PJEZX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
+2.03%
3 Months
+5.02%
6 Months
+17.64%
YTD
+20.70%
1 Year
+24.91%
3 Years (annualized)
+13.54%
5 Years (annualized)
+5.92%
10 Years (annualized)
+7.77%

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)
+20.70%
Peer Avg (YTD)
+12.53%
vs Peers
+8.17%

PJEZX Mutual Fund Performance

PJEZX performance across multiple time periods: 1-month 2.03%, YTD 20.70%, 1-year 24.91%, 3-year 13.54%, 5-year 5.92%, 10-year 7.77%.

PJEZX returns outperform the peer average of 12.53% 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.