PJRQX Mutual Fund

PJRQX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
+0.36%
3 Months
+13.72%
6 Months
+16.68%
YTD
+14.89%
1 Year
+33.59%
3 Years (annualized)
+25.62%
5 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJRQX 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)
+14.89%
Peer Avg (YTD)
+8.71%
vs Peers
+6.17%

PJRQX Mutual Fund Performance

PJRQX performance across multiple time periods: 1-month 0.36%, YTD 14.89%, 1-year 33.59%, 3-year 25.62%, 5-year 14.65%.

PJRQX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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