PJFOX Mutual Fund

PJFOX Mutual Fund

NAV$71.01
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Returns Overview

1 Month
-3.90%
3 Months
+1.35%
6 Months
+4.26%
YTD
+5.33%
1 Year
+1.99%
3 Years (annualized)
+22.51%
5 Years (annualized)
+7.37%
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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+5.23%
vs Peers
+0.10%

PJFOX Mutual Fund Performance

PJFOX performance across multiple time periods: 1-month -3.90%, YTD 5.33%, 1-year 1.99%, 3-year 22.51%, 5-year 7.37%, 10-year 16.62%.

PJFOX returns outperform the peer average of 5.23% 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.