PNJYX Mutual Fund

PNJYX Mutual Fund

NAV$8.77

Returns Overview

1 Month
+1.50%
3 Months
+4.89%
6 Months
+4.81%
YTD
+3.56%
1 Year
+4.00%
3 Years (annualized)
+5.82%
5 Years (annualized)
+1.61%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PNJYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+2.13%
vs Peers
+1.43%

PNJYX Mutual Fund Performance

PNJYX performance across multiple time periods: 1-month 1.50%, YTD 3.56%, 1-year 4.00%, 3-year 5.82%, 5-year 1.61%, 10-year 2.50%.

PNJYX returns outperform the peer average of 2.13% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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