PJGRX Mutual Fund

PJGRX Mutual Fund

NAV$46.82
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Returns Overview

1 Month
-1.52%
3 Months
+2.85%
6 Months
+6.01%
YTD
+3.87%
1 Year
+8.07%
3 Years (annualized)
+18.50%
5 Years (annualized)
+8.25%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGRX 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)
+3.87%
Peer Avg (YTD)
+6.23%
vs Peers
-2.36%

PJGRX Mutual Fund Performance

PJGRX performance across multiple time periods: 1-month -1.52%, YTD 3.87%, 1-year 8.07%, 3-year 18.50%, 5-year 8.25%, 10-year 16.48%.

PJGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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