PJEAX Mutual Fund

PJEAX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-5.76%
3 Months
-6.35%
6 Months
+4.86%
YTD
+10.63%
1 Year
+8.81%
3 Years (annualized)
+12.95%
5 Years (annualized)
+4.64%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJEAX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+4.73%
vs Peers
+5.89%

PJEAX Mutual Fund Performance

PJEAX performance across multiple time periods: 1-month -5.76%, YTD 10.63%, 1-year 8.81%, 3-year 12.95%, 5-year 4.64%, 10-year 7.73%.

PJEAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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