MSJFX Mutual Fund

MSJFX Mutual Fund

NAV$70.12
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Returns Overview

1 Month
+1.98%
3 Months
+3.09%
6 Months
+10.60%
YTD
+8.97%
1 Year
+13.73%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.43%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+11.21%
vs Peers
-2.24%

MSJFX Mutual Fund Performance

MSJFX performance across multiple time periods: 1-month 1.98%, YTD 8.97%, 1-year 13.73%, 3-year 18.41%, 5-year 10.43%, 10-year 12.68%.

MSJFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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