PLJMX Mutual Fund

PLJMX Mutual Fund

NAV$67.46
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Returns Overview

1 Month
-0.17%
3 Months
+2.70%
6 Months
+18.83%
YTD
+14.59%
1 Year
+18.84%
3 Years (annualized)
+22.99%
5 Years (annualized)
+13.86%
10 Years (annualized)
+16.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJMX 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)
+14.59%
Peer Avg (YTD)
+9.98%
vs Peers
+4.61%

PLJMX Mutual Fund Performance

PLJMX performance across multiple time periods: 1-month -0.17%, YTD 14.59%, 1-year 18.84%, 3-year 22.99%, 5-year 13.86%, 10-year 16.41%.

PLJMX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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