MSJCX Mutual Fund

MSJCX Mutual Fund

NAV$19.46
See how much of MSJCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.38%
3 Months
+9.45%
6 Months
+8.01%
YTD
+8.89%
1 Year
+15.25%
3 Years (annualized)
+11.68%
5 Years (annualized)
-7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJCX 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
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.98%
vs Peers
-1.08%

MSJCX Mutual Fund Performance

MSJCX performance across multiple time periods: 1-month 0.38%, YTD 8.89%, 1-year 15.25%, 3-year 11.68%, 5-year -7.15%.

MSJCX returns trail the peer average of 9.98% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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