PQJCX Mutual Fund

PQJCX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
-3.47%
3 Months
-5.07%
6 Months
+15.75%
YTD
+13.62%
1 Year
+18.37%
3 Years (annualized)
+15.00%
5 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PQJCX 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 Index(^RUT)
This Mutual Fund (YTD)
+13.62%
Peer Avg (YTD)
+10.34%
vs Peers
+3.28%

PQJCX Mutual Fund Performance

PQJCX performance across multiple time periods: 1-month -3.47%, YTD 13.62%, 1-year 18.37%, 3-year 15.00%, 5-year 4.66%.

PQJCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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