MRJIX Mutual Fund

MRJIX Mutual Fund

NAV$10.94
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Returns Overview

1 Month
+1.59%
3 Months
+1.59%
6 Months
+11.26%
YTD
+10.58%
1 Year
+11.87%
3 Years (annualized)
+8.21%
5 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRJIX 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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+3.97%
vs Peers
+6.61%

MRJIX Mutual Fund Performance

MRJIX performance across multiple time periods: 1-month 1.59%, YTD 10.58%, 1-year 11.87%, 3-year 8.21%, 5-year 10.69%.

MRJIX returns outperform the peer average of 3.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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