PLJEX Mutual Fund

NAV$17.37

Returns Overview

1 Month
+0.24%
3 Months
+11.40%
6 Months
+8.61%
YTD
+7.71%
1 Year
+17.49%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+7.64%
vs Peers
+0.07%

PLJEX Mutual Fund Performance

PLJEX performance across multiple time periods: 1-month 0.24%, YTD 7.71%, 1-year 17.49%, 3-year 14.76%, 5-year 7.52%.

PLJEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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