PLJEX Mutual Fund

PLJEX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
+0.30%
3 Months
+3.73%
6 Months
+6.14%
YTD
+8.03%
1 Year
+16.70%
3 Years (annualized)
+13.77%
5 Years (annualized)
+7.38%

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
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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 Target Date 2065 Index(^SPTD2065)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+6.99%
vs Peers
+1.04%

PLJEX Mutual Fund Performance

PLJEX performance across multiple time periods: 1-month 0.30%, YTD 8.03%, 1-year 16.70%, 3-year 13.77%, 5-year 7.38%.

PLJEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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