MRJSX Mutual Fund

MRJSX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
+1.50%
3 Months
+1.59%
6 Months
+11.31%
YTD
+10.62%
1 Year
+11.81%
3 Years (annualized)
+8.22%
5 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRJSX 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)
+10.62%
Peer Avg (YTD)
+3.97%
vs Peers
+6.65%

MRJSX Mutual Fund Performance

MRJSX performance across multiple time periods: 1-month 1.50%, YTD 10.62%, 1-year 11.81%, 3-year 8.22%, 5-year 10.71%.

MRJSX returns outperform the peer average of 3.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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