MSFJX Mutual Fund

MSFJX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+2.66%
3 Months
+3.07%
6 Months
+3.29%
YTD
+5.55%
1 Year
+12.05%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.88%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+5.54%
vs Peers
+0.01%

MSFJX Mutual Fund Performance

MSFJX performance across multiple time periods: 1-month 2.66%, YTD 5.55%, 1-year 12.05%, 3-year 9.67%, 5-year 4.88%, 10-year 7.17%.

MSFJX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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