PJGCX Mutual Fund

PJGCX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+4.21%
3 Months
+17.24%
6 Months
+18.78%
YTD
+17.41%
1 Year
+32.20%
3 Years (annualized)
+22.76%
5 Years (annualized)
+13.11%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.41%
Peer Avg (YTD)
+9.49%
vs Peers
+7.92%

PJGCX Mutual Fund Performance

PJGCX performance across multiple time periods: 1-month 4.21%, YTD 17.41%, 1-year 32.20%, 3-year 22.76%, 5-year 13.11%, 10-year 13.19%.

PJGCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

PJGCX performance comparison shows side-by-side returns with another fund. PJGCX alternatives are available in the Mutual Fund Screener.