MAIJX Mutual Fund

MAIJX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
+2.06%
3 Months
+13.23%
6 Months
+17.83%
YTD
+16.17%
1 Year
+32.03%
3 Years (annualized)
+20.32%
5 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIJX 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
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📉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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+16.17%
Peer Avg (YTD)
+9.13%
vs Peers
+7.04%

MAIJX Mutual Fund Performance

MAIJX performance across multiple time periods: 1-month 2.06%, YTD 16.17%, 1-year 32.03%, 3-year 20.32%, 5-year 7.66%.

MAIJX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

MAIJX performance comparison shows side-by-side returns with another fund. MAIJX alternatives are available in the Mutual Fund Screener.