PMJPX Mutual Fund

PMJPX Mutual Fund

NAV$13.45
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Returns Overview

1 Month
-4.58%
3 Months
-5.27%
6 Months
+13.49%
YTD
+13.20%
1 Year
+18.78%
3 Years (annualized)
+19.48%
5 Years (annualized)
+12.83%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMJPX 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)
+13.20%
Peer Avg (YTD)
+10.34%
vs Peers
+2.86%

PMJPX Mutual Fund Performance

PMJPX performance across multiple time periods: 1-month -4.58%, YTD 13.20%, 1-year 18.78%, 3-year 19.48%, 5-year 12.83%, 10-year 13.26%.

PMJPX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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