PLJAX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+3.27%
3 Months
+2.56%
6 Months
+8.01%
YTD
+16.57%
1 Year
+19.34%
3 Years (annualized)
+4.25%
5 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJAX 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

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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
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+16.57%
Peer Avg (YTD)
+14.82%
vs Peers
+1.76%

PLJAX Mutual Fund Performance

PLJAX performance across multiple time periods: 1-month 3.27%, YTD 16.57%, 1-year 19.34%, 3-year 4.25%, 5-year 8.72%.

PLJAX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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