PJNQX Mutual Fund

PJNQX Mutual Fund

NAV$90.42
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Returns Overview

1 Month
-7.61%
3 Months
-4.83%
6 Months
+13.22%
YTD
+10.86%
1 Year
+40.19%
3 Years (annualized)
+17.34%
5 Years (annualized)
+15.16%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJNQX 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
Lipper Global Natural Resources Index(^LGNATR)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+14.02%
vs Peers
-3.16%

PJNQX Mutual Fund Performance

PJNQX performance across multiple time periods: 1-month -7.61%, YTD 10.86%, 1-year 40.19%, 3-year 17.34%, 5-year 15.16%, 10-year 10.62%.

PJNQX returns trail the peer average of 14.02% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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