PJIAX Mutual Fund

PJIAX Mutual Fund

NAV$26.23
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Returns Overview

1 Month
-0.31%
6 Months
+17.57%
YTD
+17.95%
1 Year
+25.18%
3 Years (annualized)
+23.34%
5 Years (annualized)
+13.93%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJIAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.95%
Peer Avg (YTD)
+10.00%
vs Peers
+7.95%

PJIAX Mutual Fund Performance

PJIAX performance across multiple time periods: 1-month -0.31%, YTD 17.95%, 1-year 25.18%, 3-year 23.34%, 5-year 13.93%, 10-year 11.81%.

PJIAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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