PJVQX Mutual Fund

PJVQX Mutual Fund

NAV$28.52
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.68%
3 Months
+15.97%
6 Months
+16.80%
YTD
+15.38%
1 Year
+29.71%
3 Years (annualized)
+21.27%
5 Years (annualized)
+13.43%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJVQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+9.49%
vs Peers
+5.89%

PJVQX Mutual Fund Performance

PJVQX performance across multiple time periods: 1-month 3.68%, YTD 15.38%, 1-year 29.71%, 3-year 21.27%, 5-year 13.43%, 10-year 13.06%.

PJVQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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