MSJIX Mutual Fund

MSJIX Mutual Fund

NAV$20.68
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Returns Overview

1 Month
-3.39%
3 Months
-10.76%
6 Months
-1.17%
YTD
-2.60%
1 Year
-0.36%
3 Years (annualized)
+16.03%
5 Years (annualized)
-9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJIX 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)
-2.60%
Peer Avg (YTD)
+7.47%
vs Peers
-10.07%

MSJIX Mutual Fund Performance

MSJIX performance across multiple time periods: 1-month -3.39%, YTD -2.60%, 1-year -0.36%, 3-year 16.03%, 5-year -9.08%.

MSJIX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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