MJRFX Mutual Fund

MJRFX Mutual Fund

NAV$26.32
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Returns Overview

1 Month
+3.64%
3 Months
+15.48%
6 Months
+13.36%
YTD
+12.33%
1 Year
+22.79%
3 Years (annualized)
+13.24%
5 Years (annualized)
+9.23%

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
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🏦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)
+12.33%
Peer Avg (YTD)
+10.82%
vs Peers
+1.51%

MJRFX Mutual Fund Performance

MJRFX performance across multiple time periods: 1-month 3.64%, YTD 12.33%, 1-year 22.79%, 3-year 13.24%, 5-year 9.23%.

MJRFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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