PJFOX Mutual Fund

PJFOX Mutual Fund

NAV$76.55
See how much of PJFOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.96%
3 Months
+3.87%
6 Months
+23.01%
YTD
+9.61%
1 Year
+10.28%
3 Years (annualized)
+20.49%
5 Years (annualized)
+8.33%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJFOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+8.68%
vs Peers
+0.93%

PJFOX Mutual Fund Performance

PJFOX performance across multiple time periods: 1-month 1.96%, YTD 9.61%, 1-year 10.28%, 3-year 20.49%, 5-year 8.33%, 10-year 16.62%.

PJFOX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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