MFJKX Mutual Fund

MFJKX Mutual Fund

NAV$19.89
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Returns Overview

1 Month
+0.51%
3 Months
+4.30%
6 Months
+8.09%
YTD
+11.11%
1 Year
+19.01%
3 Years (annualized)
+15.14%
5 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJKX 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)
+11.11%
Peer Avg (YTD)
+6.99%
vs Peers
+4.12%

MFJKX Mutual Fund Performance

MFJKX performance across multiple time periods: 1-month 0.51%, YTD 11.11%, 1-year 19.01%, 3-year 15.14%, 5-year 8.78%.

MFJKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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