PNJRX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+1.38%
3 Months
+4.89%
6 Months
+4.70%
YTD
+3.47%
1 Year
+4.03%
3 Years (annualized)
+5.84%
5 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNJRX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+2.13%
vs Peers
+1.35%

PNJRX Mutual Fund Performance

PNJRX performance across multiple time periods: 1-month 1.38%, YTD 3.47%, 1-year 4.03%, 3-year 5.84%, 5-year 1.61%.

PNJRX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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