PJERX Mutual Fund

PJERX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-3.19%
3 Months
-8.89%
6 Months
+5.79%
YTD
+10.46%
1 Year
+16.25%
3 Years (annualized)
+18.65%
5 Years (annualized)
+10.36%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJERX 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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+10.00%
vs Peers
+0.46%

PJERX Mutual Fund Performance

PJERX performance across multiple time periods: 1-month -3.19%, YTD 10.46%, 1-year 16.25%, 3-year 18.65%, 5-year 10.36%, 10-year 10.16%.

PJERX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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