PJOQX Mutual Fund

PJOQX Mutual Fund

NAV$28.35
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Returns Overview

1 Month
-0.43%
3 Months
+4.84%
6 Months
+13.36%
YTD
+20.14%
1 Year
+29.43%
3 Years (annualized)
+23.82%
5 Years (annualized)
+14.37%
10 Years (annualized)
+12.18%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.14%
Peer Avg (YTD)
+12.44%
vs Peers
+7.70%

PJOQX Mutual Fund Performance

PJOQX performance across multiple time periods: 1-month -0.43%, YTD 20.14%, 1-year 29.43%, 3-year 23.82%, 5-year 14.37%, 10-year 12.18%.

PJOQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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