PLJTX Mutual Fund

PLJTX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
-0.20%
3 Months
+3.96%
6 Months
+7.14%
YTD
+9.37%
1 Year
+20.77%
3 Years (annualized)
+16.11%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.11%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Total Return USD(^SPTD50T:SP)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+6.99%
vs Peers
+2.38%

PLJTX Mutual Fund Performance

PLJTX performance across multiple time periods: 1-month -0.20%, YTD 9.37%, 1-year 20.77%, 3-year 16.11%, 5-year 9.32%, 10-year 11.11%.

PLJTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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