LONJX Mutual Fund

LONJX Mutual Fund

NAV$4.43
See how much of LONJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.34%
3 Months
-1.24%
6 Months
-1.70%
YTD
-0.24%
1 Year
+5.60%
3 Years (annualized)
+2.92%
5 Years (annualized)
-0.30%
10 Years (annualized)
+2.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LONJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.24%
Peer Avg (YTD)
+0.15%
vs Peers
-0.39%

LONJX Mutual Fund Performance

LONJX performance across multiple time periods: 1-month -0.34%, YTD -0.24%, 1-year 5.60%, 3-year 2.92%, 5-year -0.30%, 10-year 2.09%.

LONJX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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