MACJX Mutual Fund

MACJX Mutual Fund

NAV$16.98
See how much of MACJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.31%
3 Months
-0.26%
6 Months
+0.83%
YTD
+3.24%
1 Year
+4.28%
3 Years (annualized)
+9.76%
5 Years (annualized)
+3.11%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACJX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+2.95%
vs Peers
+0.28%

MACJX Mutual Fund Performance

MACJX performance across multiple time periods: 1-month 1.31%, YTD 3.24%, 1-year 4.28%, 3-year 9.76%, 5-year 3.11%, 10-year 5.88%.

MACJX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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