MXJUX Mutual Fund

MXJUX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
+0.83%
3 Months
+1.67%
6 Months
+3.20%
YTD
+6.60%
1 Year
+9.89%
3 Years (annualized)
+8.82%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.67%

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
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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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+3.78%
vs Peers
+2.83%

MXJUX Mutual Fund Performance

MXJUX performance across multiple time periods: 1-month 0.83%, YTD 6.60%, 1-year 9.89%, 3-year 8.82%, 5-year 4.10%, 10-year 5.67%.

MXJUX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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