MJRFX Mutual Fund

MJRFX Mutual Fund

NAV$26.95
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Returns Overview

1 Month
+6.99%
3 Months
+2.31%
6 Months
+11.80%
YTD
+16.95%
1 Year
+21.30%
3 Years (annualized)
+18.98%
5 Years (annualized)
+9.94%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MJRFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+16.95%
Peer Avg (YTD)
+8.01%
vs Peers
+8.94%

MJRFX Mutual Fund Performance

MJRFX performance across multiple time periods: 1-month 6.99%, YTD 16.95%, 1-year 21.30%, 3-year 18.98%, 5-year 9.94%, 10-year 11.42%.

MJRFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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