PLJDX Mutual Fund

NAV$15.02

Returns Overview

1 Month
+3.29%
3 Months
+2.73%
6 Months
+8.27%
YTD
+17.12%
1 Year
+20.00%
3 Years (annualized)
+4.77%
5 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJDX 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)
+17.12%
Peer Avg (YTD)
+14.82%
vs Peers
+2.30%

PLJDX Mutual Fund Performance

PLJDX performance across multiple time periods: 1-month 3.29%, YTD 17.12%, 1-year 20.00%, 3-year 4.77%, 5-year 9.24%.

PLJDX returns outperform the peer average of 14.82% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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