PJIZX Mutual Fund

PJIZX Mutual Fund

NAV$11.24
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Returns Overview

1 Month
-2.68%
3 Months
+1.40%
6 Months
+6.35%
YTD
+13.57%
1 Year
+31.15%
3 Years (annualized)
+22.59%
5 Years (annualized)
+11.83%
10 Years (annualized)
+10.30%

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)
+13.57%
Peer Avg (YTD)
+11.12%
vs Peers
+2.45%

PJIZX Mutual Fund Performance

PJIZX performance across multiple time periods: 1-month -2.68%, YTD 13.57%, 1-year 31.15%, 3-year 22.59%, 5-year 11.83%, 10-year 10.30%.

PJIZX returns outperform the peer average of 11.12% 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.