MFJUX Mutual Fund

MFJUX Mutual Fund

NAV$20.30
See how much of MFJUX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.46%
3 Months
+4.20%
6 Months
+7.95%
YTD
+11.03%
1 Year
+18.83%
3 Years (annualized)
+14.33%
5 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJUX 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)
+11.03%
Peer Avg (YTD)
+6.99%
vs Peers
+4.04%

MFJUX Mutual Fund Performance

MFJUX performance across multiple time periods: 1-month 0.46%, YTD 11.03%, 1-year 18.83%, 3-year 14.33%, 5-year 8.27%.

MFJUX 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.

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