MXCJX Mutual Fund

MXCJX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
-0.97%
3 Months
+2.39%
6 Months
+5.44%
YTD
+7.39%
1 Year
+15.22%
3 Years (annualized)
+11.02%
5 Years (annualized)
+5.84%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXCJX 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
S&P Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+7.39%
Peer Avg (YTD)
+5.54%
vs Peers
+1.85%

MXCJX Mutual Fund Performance

MXCJX performance across multiple time periods: 1-month -0.97%, YTD 7.39%, 1-year 15.22%, 3-year 11.02%, 5-year 5.84%, 10-year 7.89%.

MXCJX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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