PJGRX Mutual Fund

PJGRX Mutual Fund

NAV$49.48
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Returns Overview

1 Month
+1.96%
3 Months
+3.84%
6 Months
+22.95%
YTD
+9.53%
1 Year
+10.18%
3 Years (annualized)
+20.36%
5 Years (annualized)
+8.21%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+8.68%
vs Peers
+0.85%

PJGRX Mutual Fund Performance

PJGRX performance across multiple time periods: 1-month 1.96%, YTD 9.53%, 1-year 10.18%, 3-year 20.36%, 5-year 8.21%, 10-year 16.90%.

PJGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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