PGJZX Mutual Fund

PGJZX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-6.63%
3 Months
-10.63%
6 Months
-9.42%
YTD
-2.27%
1 Year
+0.25%
3 Years (annualized)
+14.80%
5 Years (annualized)
+11.50%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PGJZX 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 Global Infrastructure Index(^SPGTINNTE:SP)
This Mutual Fund (YTD)
-2.27%
Peer Avg (YTD)
+4.73%
vs Peers
-7.01%

PGJZX Mutual Fund Performance

PGJZX performance across multiple time periods: 1-month -6.63%, YTD -2.27%, 1-year 0.25%, 3-year 14.80%, 5-year 11.50%, 10-year 10.04%.

PGJZX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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