MFJAX Mutual Fund

MFJAX Mutual Fund

NAV$19.52
See how much of MFJAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.94%
3 Months
+3.47%
6 Months
+7.47%
YTD
+12.99%
1 Year
+17.61%
3 Years (annualized)
+15.68%
5 Years (annualized)
+7.94%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+8.76%
vs Peers
+4.24%

MFJAX Mutual Fund Performance

MFJAX performance across multiple time periods: 1-month 1.94%, YTD 12.99%, 1-year 17.61%, 3-year 15.68%, 5-year 7.94%.

MFJAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.79%, 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.