PJIZX Mutual Fund

PJIZX Mutual Fund

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Returns Overview

1 Month
+3.31%
3 Months
+0.90%
6 Months
+3.79%
YTD
+17.33%
1 Year
+29.81%
3 Years (annualized)
+25.72%
5 Years (annualized)
+12.18%
10 Years (annualized)
+10.63%

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)
+17.33%
Peer Avg (YTD)
+12.12%
vs Peers
+5.21%

PJIZX Mutual Fund Performance

PJIZX performance across multiple time periods: 1-month 3.31%, YTD 17.33%, 1-year 29.81%, 3-year 25.72%, 5-year 12.18%, 10-year 10.63%.

PJIZX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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