MRJCX Mutual Fund

NAV$10.77

Returns Overview

1 Month
+1.52%
3 Months
+1.33%
6 Months
+10.65%
YTD
+10.08%
1 Year
+10.68%
3 Years (annualized)
+7.01%
5 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRJCX 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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+3.97%
vs Peers
+6.11%

MRJCX Mutual Fund Performance

MRJCX performance across multiple time periods: 1-month 1.52%, YTD 10.08%, 1-year 10.68%, 3-year 7.01%, 5-year 9.47%.

MRJCX returns outperform the peer average of 3.97% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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