PMJAX Mutual Fund

PMJAX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
-1.05%
3 Months
+6.77%
6 Months
+15.82%
YTD
+19.48%
1 Year
+33.79%
3 Years (annualized)
+17.86%
5 Years (annualized)
+13.01%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.48%
Peer Avg (YTD)
+15.31%
vs Peers
+4.17%

PMJAX Mutual Fund Performance

PMJAX performance across multiple time periods: 1-month -1.05%, YTD 19.48%, 1-year 33.79%, 3-year 17.86%, 5-year 13.01%, 10-year 13.07%.

PMJAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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