PJORX Mutual Fund

PJORX Mutual Fund

NAV$19.96
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Returns Overview

1 Month
-0.36%
3 Months
-0.05%
6 Months
+17.38%
YTD
+17.66%
1 Year
+24.65%
3 Years (annualized)
+22.85%
5 Years (annualized)
+13.48%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PJORX 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)
+17.66%
Peer Avg (YTD)
+10.00%
vs Peers
+7.67%

PJORX Mutual Fund Performance

PJORX performance across multiple time periods: 1-month -0.36%, YTD 17.66%, 1-year 24.65%, 3-year 22.85%, 5-year 13.48%, 10-year 11.39%.

PJORX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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