PGJAX Mutual Fund

PGJAX Mutual Fund

NAV$17.81
See how much of PGJAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.70%
3 Months
-10.68%
6 Months
-9.59%
YTD
-2.55%
1 Year
-0.14%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.45%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGJAX 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
S&P Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
-2.55%
Peer Avg (YTD)
+4.73%
vs Peers
-7.29%

PGJAX Mutual Fund Performance

PGJAX performance across multiple time periods: 1-month -6.70%, YTD -2.55%, 1-year -0.14%, 3-year 13.68%, 5-year 7.45%, 10-year 7.86%.

PGJAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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