PJOQX Mutual Fund

PJOQX Mutual Fund

NAV$28.38
See how much of PJOQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
+0.18%
6 Months
+17.85%
YTD
+18.36%
1 Year
+25.66%
3 Years (annualized)
+23.82%
5 Years (annualized)
+14.37%
10 Years (annualized)
+12.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJOQX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+10.00%
vs Peers
+8.36%

PJOQX Mutual Fund Performance

PJOQX performance across multiple time periods: 1-month -0.29%, YTD 18.36%, 1-year 25.66%, 3-year 23.82%, 5-year 14.37%, 10-year 12.18%.

PJOQX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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