MFJIX Mutual Fund

MFJIX Mutual Fund

NAV$20.23
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Returns Overview

1 Month
+0.46%
3 Months
+4.26%
6 Months
+8.00%
YTD
+11.02%
1 Year
+18.85%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.28%

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)
+11.02%
Peer Avg (YTD)
+6.99%
vs Peers
+4.03%

MFJIX Mutual Fund Performance

MFJIX performance across multiple time periods: 1-month 0.46%, YTD 11.02%, 1-year 18.85%, 3-year 14.35%, 5-year 8.28%.

MFJIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.57%, 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.