| PJORX | |
|---|---|
| Total return | +243.26% |
| Annualised (CAGR) | +13.13% |
| Volatility (annualised) | +16.27% |
| Sharpe (rf = 0) | 0.81 |
| Deepest drawdown | -36.46% |
| Drawdown peak → trough | 2020-02-13 → 2020-03-23 |
| Dividend yield (12m distributions) | 9.92% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +243.26% in total (+13.13% a year), with a deepest drawdown of -36.46% from 2020-02-13 to 2020-03-23. Its worst calendar year was 2018 (-14.18%), its best 2024 (+33.30%).
| Year | PJORX |
|---|---|
| 2026 | +20.33% |
| 2025 | +16.69% |
| 2024 | +33.30% |
| 2023 | +15.97% |
| 2022 | -11.41% |
| 2021 | +26.67% |
| 2020 | +0.59% |
| 2019 | +30.13% |
| 2018 | -14.18% |
| 2017 | +15.59% |
| 2016 | +8.54% |
+243.26% in total, which works out to +13.13% 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.
2018 — its calendar-year return was -14.18% (net of fees, dividends reinvested). Its best year was 2024 (+33.30%).
-36.46%, from a peak on 2020-02-13 to a trough on 2020-03-23. From that trough it took 289 days (about 9.5 months) to climb back to the earlier peak.
Over the last 12 months it distributed 9.92% 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 PJORX 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 -36.46% 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.