PLJTX Mutual Fund

NAV$20.44

Returns Overview

1 Month
+0.30%
3 Months
+12.36%
6 Months
+10.50%
YTD
+9.59%
1 Year
+22.28%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.59%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJTX 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 2050 Total Return USD(^SPTD50T:SP)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+7.64%
vs Peers
+1.95%

PLJTX Mutual Fund Performance

PLJTX performance across multiple time periods: 1-month 0.30%, YTD 9.59%, 1-year 22.28%, 3-year 17.34%, 5-year 9.59%, 10-year 11.54%.

PLJTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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