PJVQX Mutual Fund

PJVQX Mutual Fund

NAV$27.86
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Returns Overview

1 Month
+1.30%
3 Months
+8.29%
6 Months
+13.80%
YTD
+18.32%
1 Year
+29.64%
3 Years (annualized)
+20.14%
5 Years (annualized)
+13.49%
10 Years (annualized)
+12.81%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.32%
Peer Avg (YTD)
+11.41%
vs Peers
+6.91%

PJVQX Mutual Fund Performance

PJVQX performance across multiple time periods: 1-month 1.30%, YTD 18.32%, 1-year 29.64%, 3-year 20.14%, 5-year 13.49%, 10-year 12.81%.

PJVQX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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