PJIAX Mutual Fund

PJIAX Mutual Fund

NAV$25.75
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Returns Overview

1 Month
+0.82%
3 Months
+7.73%
6 Months
+16.19%
YTD
+20.36%
1 Year
+32.38%
3 Years (annualized)
+22.59%
5 Years (annualized)
+14.64%
10 Years (annualized)
+11.91%

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
PROUpgrade to run
🏦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)
+20.36%
Peer Avg (YTD)
+11.41%
vs Peers
+8.95%

PJIAX Mutual Fund Performance

PJIAX performance across multiple time periods: 1-month 0.82%, YTD 20.36%, 1-year 32.38%, 3-year 22.59%, 5-year 14.64%, 10-year 11.91%.

PJIAX returns outperform the peer average of 11.41% 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.