PJGQX Mutual Fund

PJGQX Mutual Fund

NAV$20.88
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Returns Overview

1 Month
-3.79%
3 Months
+2.69%
6 Months
+4.10%
YTD
+2.20%
1 Year
-1.41%
3 Years (annualized)
+4.42%
5 Years (annualized)
+1.02%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGQX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+9.54%
vs Peers
-7.34%

PJGQX Mutual Fund Performance

PJGQX performance across multiple time periods: 1-month -3.79%, YTD 2.20%, 1-year -1.41%, 3-year 4.42%, 5-year 1.02%, 10-year 9.90%.

PJGQX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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