MFJBX Mutual Fund

MFJBX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
+1.93%
3 Months
+3.50%
6 Months
+7.48%
YTD
+12.98%
1 Year
+17.59%
3 Years (annualized)
+15.49%
5 Years (annualized)
+7.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJBX 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)
+12.98%
Peer Avg (YTD)
+8.76%
vs Peers
+4.22%

MFJBX Mutual Fund Performance

MFJBX performance across multiple time periods: 1-month 1.93%, YTD 12.98%, 1-year 17.59%, 3-year 15.49%, 5-year 7.51%.

MFJBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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