MSJCX Mutual Fund

MSJCX Mutual Fund

NAV$21.50
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Returns Overview

1 Month
-1.94%
3 Months
+10.46%
6 Months
+12.93%
YTD
+8.48%
1 Year
+20.63%
3 Years (annualized)
+9.69%
5 Years (annualized)
-7.65%

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
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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)
+8.48%
Peer Avg (YTD)
+8.67%
vs Peers
-0.19%

MSJCX Mutual Fund Performance

MSJCX performance across multiple time periods: 1-month -1.94%, YTD 8.48%, 1-year 20.63%, 3-year 9.69%, 5-year -7.65%.

MSJCX returns trail the peer average of 8.67% 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.