PJIAX Mutual Fund

PJIAX Mutual Fund

NAV$26.04
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Returns Overview

1 Month
-0.50%
3 Months
+4.65%
6 Months
+13.05%
YTD
+19.76%
1 Year
+28.87%
3 Years (annualized)
+23.34%
5 Years (annualized)
+13.93%
10 Years (annualized)
+11.81%

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)
+19.76%
Peer Avg (YTD)
+12.44%
vs Peers
+7.32%

PJIAX Mutual Fund Performance

PJIAX performance across multiple time periods: 1-month -0.50%, YTD 19.76%, 1-year 28.87%, 3-year 23.34%, 5-year 13.93%, 10-year 11.81%.

PJIAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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