MFJAX Mutual Fund

MFJAX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
+0.41%
3 Months
+4.14%
6 Months
+7.80%
YTD
+10.85%
1 Year
+18.53%
3 Years (annualized)
+14.04%
5 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJAX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+6.99%
vs Peers
+3.86%

MFJAX Mutual Fund Performance

MFJAX performance across multiple time periods: 1-month 0.41%, YTD 10.85%, 1-year 18.53%, 3-year 14.04%, 5-year 8.00%.

MFJAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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