PJGZX Mutual Fund

PJGZX Mutual Fund

NAV$27.92
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Returns Overview

1 Month
+0.90%
3 Months
+7.83%
6 Months
+16.44%
YTD
+20.66%
1 Year
+32.90%
3 Years (annualized)
+23.05%
5 Years (annualized)
+15.05%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGZX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.66%
Peer Avg (YTD)
+11.41%
vs Peers
+9.25%

PJGZX Mutual Fund Performance

PJGZX performance across multiple time periods: 1-month 0.90%, YTD 20.66%, 1-year 32.90%, 3-year 23.05%, 5-year 15.05%, 10-year 12.28%.

PJGZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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