PMJIX Mutual Fund

PMJIX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-4.58%
3 Months
-5.19%
6 Months
+13.53%
YTD
+13.34%
1 Year
+18.89%
3 Years (annualized)
+19.60%
5 Years (annualized)
+12.93%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJIX 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)
+13.34%
Peer Avg (YTD)
+10.34%
vs Peers
+3.00%

PMJIX Mutual Fund Performance

PMJIX performance across multiple time periods: 1-month -4.58%, YTD 13.34%, 1-year 18.89%, 3-year 19.60%, 5-year 12.93%, 10-year 13.36%.

PMJIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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