| PJDZX | |
|---|---|
| Total return | +265.44% |
| Annualised (CAGR) | +13.84% |
| Volatility (annualised) | +13.57% |
| Sharpe (rf = 0) | 1.02 |
| Deepest drawdown | -33.58% |
| Drawdown peak → trough | 2020-02-19 → 2020-03-23 |
| Dividend yield (12m distributions) | 5.78% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +265.44% in total (+13.84% a year), with a deepest drawdown of -33.58% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-10.35%), its best 2024 (+34.31%).
| Year | PJDZX |
|---|---|
| 2026 | +8.87% |
| 2025 | +18.79% |
| 2024 | +34.31% |
| 2023 | +8.68% |
| 2022 | -10.35% |
| 2021 | +24.74% |
| 2020 | +14.01% |
| 2019 | +31.99% |
| 2018 | -6.99% |
| 2017 | +17.53% |
| 2016 | +5.23% |
+265.44% in total, which works out to +13.84% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -10.35% (net of fees, dividends reinvested). Its best year was 2024 (+34.31%).
-33.58%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 158 days (about 5.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 5.78% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say PJDZX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -33.58% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.