PMFJX Mutual Fund

NAV$23.90

Returns Overview

1 Month
+3.54%
3 Months
+14.35%
6 Months
+17.08%
YTD
+15.50%
1 Year
+25.35%
3 Years (annualized)
+14.00%
5 Years (annualized)
+8.11%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMFJX 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 400 Midcap Stock Index(^SP400MC)
This Mutual Fund (YTD)
+15.50%
Peer Avg (YTD)
+10.82%
vs Peers
+4.69%

PMFJX Mutual Fund Performance

PMFJX performance across multiple time periods: 1-month 3.54%, YTD 15.50%, 1-year 25.35%, 3-year 14.00%, 5-year 8.11%, 10-year 10.91%.

PMFJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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