PMJAX Mutual Fund

PMJAX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-4.59%
3 Months
-5.30%
6 Months
+13.32%
YTD
+13.01%
1 Year
+18.50%
3 Years (annualized)
+19.09%
5 Years (annualized)
+12.49%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+10.34%
vs Peers
+2.67%

PMJAX Mutual Fund Performance

PMJAX performance across multiple time periods: 1-month -4.59%, YTD 13.01%, 1-year 18.50%, 3-year 19.09%, 5-year 12.49%, 10-year 12.92%.

PMJAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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