PLJCX Mutual Fund

NAV$17.26

Returns Overview

1 Month
+0.18%
3 Months
+11.33%
6 Months
+8.46%
YTD
+7.55%
1 Year
+17.13%
3 Years (annualized)
+14.42%
5 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJCX 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
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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)
+7.55%
Peer Avg (YTD)
+7.64%
vs Peers
-0.09%

PLJCX Mutual Fund Performance

PLJCX performance across multiple time periods: 1-month 0.18%, YTD 7.55%, 1-year 17.13%, 3-year 14.42%, 5-year 7.20%.

PLJCX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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