MOJAX Mutual Fund

MOJAX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
+1.11%
3 Months
-0.11%
6 Months
+13.17%
YTD
+34.76%
1 Year
+47.31%
3 Years (annualized)
+28.60%
5 Years (annualized)
+12.92%

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)
+34.76%
Peer Avg (YTD)
+6.28%
vs Peers
+28.48%

MOJAX Mutual Fund Performance

MOJAX performance across multiple time periods: 1-month 1.11%, YTD 34.76%, 1-year 47.31%, 3-year 28.60%, 5-year 12.92%.

MOJAX returns outperform the peer average of 6.28% 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.