MINJX Mutual Fund

NAV$49.10

Returns Overview

1 Month
-1.77%
3 Months
+5.32%
6 Months
+5.08%
YTD
+4.60%
1 Year
+16.91%
3 Years (annualized)
+12.88%
5 Years (annualized)
+5.62%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+8.97%
vs Peers
-4.37%

MINJX Mutual Fund Performance

MINJX performance across multiple time periods: 1-month -1.77%, YTD 4.60%, 1-year 16.91%, 3-year 12.88%, 5-year 5.62%, 10-year 9.22%.

MINJX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

MINJX performance comparison shows side-by-side returns with another fund. MINJX alternatives are available in the Mutual Fund Screener.