PRTJX Mutual Fund

PRTJX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
+2.19%
3 Months
+3.57%
6 Months
+3.98%
YTD
+3.98%
1 Year
+7.51%
3 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PRTJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+6.80%
vs Peers
-2.82%

PRTJX Mutual Fund Performance

PRTJX performance across multiple time periods: 1-month 2.19%, YTD 3.98%, 1-year 7.51%, 3-year 7.38%.

PRTJX returns trail the peer average of 6.80% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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