MOJAX Mutual Fund

MOJAX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
-6.39%
3 Months
+4.77%
6 Months
+20.29%
YTD
+33.28%
1 Year
+45.05%
3 Years (annualized)
+28.82%
5 Years (annualized)
+13.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOJAX 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)
+33.28%
Peer Avg (YTD)
+5.54%
vs Peers
+27.74%

MOJAX Mutual Fund Performance

MOJAX performance across multiple time periods: 1-month -6.39%, YTD 33.28%, 1-year 45.05%, 3-year 28.82%, 5-year 13.71%.

MOJAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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