PJFZX Mutual Fund

PJFZX Mutual Fund

NAV$76.11
See how much of PJFZX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.47%
3 Months
+2.97%
6 Months
+6.27%
YTD
+4.16%
1 Year
+8.63%
3 Years (annualized)
+19.10%
5 Years (annualized)
+8.80%
10 Years (annualized)
+17.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+6.23%
vs Peers
-2.07%

PJFZX Mutual Fund Performance

PJFZX performance across multiple time periods: 1-month -1.47%, YTD 4.16%, 1-year 8.63%, 3-year 19.10%, 5-year 8.80%, 10-year 17.08%.

PJFZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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