PJFZX Mutual Fund

PJFZX Mutual Fund

NAV$78.68
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Returns Overview

1 Month
+3.47%
3 Months
-1.59%
6 Months
+14.06%
YTD
+7.78%
1 Year
+12.26%
3 Years (annualized)
+20.98%
5 Years (annualized)
+8.78%
10 Years (annualized)
+17.51%

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
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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)
+7.78%
Peer Avg (YTD)
+8.51%
vs Peers
-0.73%

PJFZX Mutual Fund Performance

PJFZX performance across multiple time periods: 1-month 3.47%, YTD 7.78%, 1-year 12.26%, 3-year 20.98%, 5-year 8.78%, 10-year 17.51%.

PJFZX returns trail the peer average of 8.51% 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.