MSMJX Mutual Fund

MSMJX Mutual Fund

NAV$32.31
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Returns Overview

1 Month
+3.22%
3 Months
-0.56%
6 Months
+4.94%
YTD
+9.11%
1 Year
+11.66%
3 Years (annualized)
+17.75%
5 Years (annualized)
+7.46%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMJX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+8.01%
vs Peers
+1.11%

MSMJX Mutual Fund Performance

MSMJX performance across multiple time periods: 1-month 3.22%, YTD 9.11%, 1-year 11.66%, 3-year 17.75%, 5-year 7.46%, 10-year 10.16%.

MSMJX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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