PJIQX Mutual Fund

PJIQX Mutual Fund

NAV$17.94
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Returns Overview

1 Month
+4.41%
3 Months
+15.35%
6 Months
+22.00%
YTD
+20.59%
1 Year
+35.52%
3 Years (annualized)
+21.21%
5 Years (annualized)
+16.14%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJIQX 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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+20.59%
Peer Avg (YTD)
+9.49%
vs Peers
+11.10%

PJIQX Mutual Fund Performance

PJIQX performance across multiple time periods: 1-month 4.41%, YTD 20.59%, 1-year 35.52%, 3-year 21.21%, 5-year 16.14%, 10-year 12.91%.

PJIQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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