MFJIX Mutual Fund

MFJIX Mutual Fund

NAV$19.74
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Returns Overview

1 Month
+1.97%
3 Months
+3.58%
6 Months
+7.66%
YTD
+13.21%
1 Year
+17.93%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJIX 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
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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)
+13.21%
Peer Avg (YTD)
+8.76%
vs Peers
+4.45%

MFJIX Mutual Fund Performance

MFJIX performance across multiple time periods: 1-month 1.97%, YTD 13.21%, 1-year 17.93%, 3-year 15.97%, 5-year 8.23%.

MFJIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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