PJFPX Mutual Fund

PJFPX Mutual Fund

NAV$75.69
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Returns Overview

1 Month
-1.48%
3 Months
+2.94%
6 Months
+6.19%
YTD
+4.08%
1 Year
+8.47%
3 Years (annualized)
+18.94%
5 Years (annualized)
+8.63%
10 Years (annualized)
+16.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFPX 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)
+4.08%
Peer Avg (YTD)
+6.23%
vs Peers
-2.16%

PJFPX Mutual Fund Performance

PJFPX performance across multiple time periods: 1-month -1.48%, YTD 4.08%, 1-year 8.47%, 3-year 18.94%, 5-year 8.63%, 10-year 16.87%.

PJFPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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