PMJPX Mutual Fund

PMJPX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
+3.73%
3 Months
-0.73%
6 Months
+6.08%
YTD
+17.43%
1 Year
+24.19%
3 Years (annualized)
+21.72%
5 Years (annualized)
+11.41%
10 Years (annualized)
+13.46%

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)
+17.43%
Peer Avg (YTD)
+12.21%
vs Peers
+5.22%

PMJPX Mutual Fund Performance

PMJPX performance across multiple time periods: 1-month 3.73%, YTD 17.43%, 1-year 24.19%, 3-year 21.72%, 5-year 11.41%, 10-year 13.46%.

PMJPX returns outperform the peer average of 12.21% 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.