PJIAX Mutual Fund

PJIAX Mutual Fund

NAV$26.25
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Returns Overview

1 Month
+4.33%
3 Months
+17.57%
6 Months
+19.38%
YTD
+17.95%
1 Year
+33.50%
3 Years (annualized)
+24.21%
5 Years (annualized)
+14.37%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJIAX 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)
+17.95%
Peer Avg (YTD)
+9.49%
vs Peers
+8.46%

PJIAX Mutual Fund Performance

PJIAX performance across multiple time periods: 1-month 4.33%, YTD 17.95%, 1-year 33.50%, 3-year 24.21%, 5-year 14.37%, 10-year 12.32%.

PJIAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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