MXJUX Mutual Fund

NAV$10.99

Returns Overview

1 Month
+0.93%
3 Months
+6.24%
6 Months
+6.24%
YTD
+5.83%
1 Year
+11.40%
3 Years (annualized)
+8.65%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXJUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+4.14%
vs Peers
+1.68%

MXJUX Mutual Fund Performance

MXJUX performance across multiple time periods: 1-month 0.93%, YTD 5.83%, 1-year 11.40%, 3-year 8.65%, 5-year 4.25%, 10-year 5.84%.

MXJUX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

MXJUX performance comparison shows side-by-side returns with another fund. MXJUX alternatives are available in the Mutual Fund Screener.