MFJUX Mutual Fund

MFJUX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
+0.10%
3 Months
-0.40%
6 Months
+3.78%
YTD
+10.58%
1 Year
+12.88%
3 Years (annualized)
+17.89%
5 Years (annualized)
+7.53%

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)
+10.58%
Peer Avg (YTD)
+6.70%
vs Peers
+3.88%

MFJUX Mutual Fund Performance

MFJUX performance across multiple time periods: 1-month 0.10%, YTD 10.58%, 1-year 12.88%, 3-year 17.89%, 5-year 7.53%.

MFJUX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.54%, 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.