PJIZX Mutual Fund

PJIZX Mutual Fund

NAV$11.12
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Returns Overview

1 Month
+0.36%
3 Months
+13.73%
6 Months
+16.70%
YTD
+14.90%
1 Year
+33.59%
3 Years (annualized)
+25.41%
5 Years (annualized)
+14.42%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJIZX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+14.90%
Peer Avg (YTD)
+8.71%
vs Peers
+6.19%

PJIZX Mutual Fund Performance

PJIZX performance across multiple time periods: 1-month 0.36%, YTD 14.90%, 1-year 33.59%, 3-year 25.41%, 5-year 14.42%, 10-year 11.88%.

PJIZX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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