PJARX Mutual Fund

PJARX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
-5.69%
3 Months
-5.00%
6 Months
+6.13%
YTD
+9.13%
1 Year
+14.01%
3 Years (annualized)
+12.39%
5 Years (annualized)
+8.43%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJARX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+10.34%
vs Peers
-1.22%

PJARX Mutual Fund Performance

PJARX performance across multiple time periods: 1-month -5.69%, YTD 9.13%, 1-year 14.01%, 3-year 12.39%, 5-year 8.43%, 10-year 9.19%.

PJARX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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