PQJCX Mutual Fund

PQJCX Mutual Fund

NAV$17.00
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Returns Overview

1 Month
-4.27%
3 Months
+5.99%
6 Months
+11.39%
YTD
+14.58%
1 Year
+28.29%
3 Years (annualized)
+12.70%
5 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQJCX 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 Index(^RUT)
This Mutual Fund (YTD)
+14.58%
Peer Avg (YTD)
+15.31%
vs Peers
-0.73%

PQJCX Mutual Fund Performance

PQJCX performance across multiple time periods: 1-month -4.27%, YTD 14.58%, 1-year 28.29%, 3-year 12.70%, 5-year 4.72%.

PQJCX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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