PJOQX Mutual Fund

NAV$28.38
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Returns Overview

1 Month
+4.35%
3 Months
+17.64%
6 Months
+19.58%
YTD
+18.14%
1 Year
+33.99%
3 Years (annualized)
+24.66%
5 Years (annualized)
+14.76%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJOQX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.14%
Peer Avg (YTD)
+9.49%
vs Peers
+8.65%

PJOQX Mutual Fund Performance

PJOQX performance across multiple time periods: 1-month 4.35%, YTD 18.14%, 1-year 33.99%, 3-year 24.66%, 5-year 14.76%, 10-year 12.56%.

PJOQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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