MENJX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+0.88%
3 Months
+2.77%
6 Months
+2.64%
YTD
+2.64%
1 Year
+7.62%
3 Years (annualized)
+3.73%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

MENJX Mutual Fund Performance

MENJX performance across multiple time periods: 1-month 0.88%, YTD 2.64%, 1-year 7.62%, 3-year 3.73%, 5-year 0.64%, 10-year 1.63%.

MENJX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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