PLJIX Mutual Fund

PLJIX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
+1.81%
3 Months
+2.41%
6 Months
+7.46%
YTD
+10.18%
1 Year
+16.13%
3 Years (annualized)
+15.72%
5 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJIX 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)
+10.18%
Peer Avg (YTD)
+8.76%
vs Peers
+1.42%

PLJIX Mutual Fund Performance

PLJIX performance across multiple time periods: 1-month 1.81%, YTD 10.18%, 1-year 16.13%, 3-year 15.72%, 5-year 7.59%.

PLJIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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