MOJCX Mutual Fund

NAV$16.73

Returns Overview

1 Month
+5.47%
3 Months
+23.35%
6 Months
+41.79%
YTD
+38.22%
1 Year
+54.86%
3 Years (annualized)
+31.84%
5 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOJCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+38.22%
Peer Avg (YTD)
+5.87%
vs Peers
+32.35%

MOJCX Mutual Fund Performance

MOJCX performance across multiple time periods: 1-month 5.47%, YTD 38.22%, 1-year 54.86%, 3-year 31.84%, 5-year 14.80%.

MOJCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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