MRSJX Mutual Fund

MRSJX Mutual Fund

NAV$28.84
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Returns Overview

1 Month
-0.97%
3 Months
-2.69%
6 Months
+2.95%
YTD
+8.96%
1 Year
+13.20%
3 Years (annualized)
+16.02%
5 Years (annualized)
+5.39%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+8.05%
vs Peers
+0.90%

MRSJX Mutual Fund Performance

MRSJX performance across multiple time periods: 1-month -0.97%, YTD 8.96%, 1-year 13.20%, 3-year 16.02%, 5-year 5.39%, 10-year 8.70%.

MRSJX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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