PJFOX Mutual Fund

PJFOX Mutual Fund

NAV$73.33
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Returns Overview

1 Month
-1.51%
3 Months
+2.87%
6 Months
+6.05%
YTD
+3.92%
1 Year
+8.19%
3 Years (annualized)
+18.64%
5 Years (annualized)
+8.36%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+6.23%
vs Peers
-2.31%

PJFOX Mutual Fund Performance

PJFOX performance across multiple time periods: 1-month -1.51%, YTD 3.92%, 1-year 8.19%, 3-year 18.64%, 5-year 8.36%, 10-year 16.62%.

PJFOX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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