PLJTX Mutual Fund

PLJTX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-1.43%
3 Months
+0.15%
6 Months
+12.53%
YTD
+9.75%
1 Year
+13.97%
3 Years (annualized)
+17.78%
5 Years (annualized)
+9.24%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLJTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Total Return USD(^SPTD50T:SP)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+7.09%
vs Peers
+2.67%

PLJTX Mutual Fund Performance

PLJTX performance across multiple time periods: 1-month -1.43%, YTD 9.75%, 1-year 13.97%, 3-year 17.78%, 5-year 9.24%, 10-year 11.29%.

PLJTX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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