PJIZX Mutual Fund

PJIZX Mutual Fund

NAV$10.49
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Returns Overview

1 Month
-4.80%
3 Months
-3.40%
6 Months
-2.05%
YTD
+8.02%
1 Year
+14.64%
3 Years (annualized)
+25.26%
5 Years (annualized)
+11.07%
10 Years (annualized)
+9.80%

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)
+8.02%
Peer Avg (YTD)
+10.38%
vs Peers
-2.37%

PJIZX Mutual Fund Performance

PJIZX performance across multiple time periods: 1-month -4.80%, YTD 8.02%, 1-year 14.64%, 3-year 25.26%, 5-year 11.07%, 10-year 9.80%.

PJIZX returns trail the peer average of 10.38% 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.