PCJZX Mutual Fund

PCJZX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
-1.04%
3 Months
+0.53%
6 Months
+14.13%
YTD
+11.30%
1 Year
+15.09%
3 Years (annualized)
+21.50%
5 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCJZX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+7.10%
vs Peers
+4.20%

PCJZX Mutual Fund Performance

PCJZX performance across multiple time periods: 1-month -1.04%, YTD 11.30%, 1-year 15.09%, 3-year 21.50%, 5-year 11.75%.

PCJZX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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