PMJPX Mutual Fund

PMJPX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-1.01%
3 Months
+6.86%
6 Months
+15.99%
YTD
+19.74%
1 Year
+34.27%
3 Years (annualized)
+18.19%
5 Years (annualized)
+13.37%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJPX 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)
+19.74%
Peer Avg (YTD)
+15.31%
vs Peers
+4.43%

PMJPX Mutual Fund Performance

PMJPX performance across multiple time periods: 1-month -1.01%, YTD 19.74%, 1-year 34.27%, 3-year 18.19%, 5-year 13.37%, 10-year 13.42%.

PMJPX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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