MSJAX Mutual Fund

MSJAX Mutual Fund

NAV$22.48
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Returns Overview

1 Month
-1.89%
3 Months
+10.66%
6 Months
+13.36%
YTD
+8.93%
1 Year
+21.51%
3 Years (annualized)
+10.52%
5 Years (annualized)
-6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJAX 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
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+8.67%
vs Peers
+0.26%

MSJAX Mutual Fund Performance

MSJAX performance across multiple time periods: 1-month -1.89%, YTD 8.93%, 1-year 21.51%, 3-year 10.52%, 5-year -6.98%.

MSJAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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