PJNQX Mutual Fund

PJNQX Mutual Fund

NAV$92.90
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Returns Overview

1 Month
+1.18%
3 Months
-7.49%
6 Months
+0.33%
YTD
+14.55%
1 Year
+43.82%
3 Years (annualized)
+14.39%
5 Years (annualized)
+16.29%
10 Years (annualized)
+10.69%

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)
+14.55%
Peer Avg (YTD)
+19.98%
vs Peers
-5.43%

PJNQX Mutual Fund Performance

PJNQX performance across multiple time periods: 1-month 1.18%, YTD 14.55%, 1-year 43.82%, 3-year 14.39%, 5-year 16.29%, 10-year 10.69%.

PJNQX returns trail the peer average of 19.98% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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