MAMJX Mutual Fund

MAMJX Mutual Fund

NAV$20.40
See how much of MAMJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.10%
3 Months
+1.85%
6 Months
+3.13%
YTD
+6.38%
1 Year
+9.20%
3 Years (annualized)
+8.87%
5 Years (annualized)
+3.56%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMJX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+7.17%
vs Peers
-0.79%

MAMJX Mutual Fund Performance

MAMJX performance across multiple time periods: 1-month 1.10%, YTD 6.38%, 1-year 9.20%, 3-year 8.87%, 5-year 3.56%, 10-year 7.19%.

MAMJX returns trail the peer average of 7.17% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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