MSJSX Mutual Fund

MSJSX Mutual Fund

NAV$23.02
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Returns Overview

1 Month
-1.81%
3 Months
+10.78%
6 Months
+13.60%
YTD
+9.18%
1 Year
+22.01%
3 Years (annualized)
+10.98%
5 Years (annualized)
-6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJSX 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
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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)
+9.18%
Peer Avg (YTD)
+8.67%
vs Peers
+0.51%

MSJSX Mutual Fund Performance

MSJSX performance across multiple time periods: 1-month -1.81%, YTD 9.18%, 1-year 22.01%, 3-year 10.98%, 5-year -6.60%.

MSJSX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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