PJEQX Mutual Fund

PJEQX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-5.74%
3 Months
-6.29%
6 Months
+5.10%
YTD
+10.95%
1 Year
+9.27%
3 Years (annualized)
+13.31%
5 Years (annualized)
+4.94%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJEQX 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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+4.73%
vs Peers
+6.22%

PJEQX Mutual Fund Performance

PJEQX performance across multiple time periods: 1-month -5.74%, YTD 10.95%, 1-year 9.27%, 3-year 13.31%, 5-year 4.94%, 10-year 7.80%.

PJEQX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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