MXJVX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-0.80%
3 Months
+5.71%
6 Months
+7.76%
YTD
+6.93%
1 Year
+21.91%
3 Years (annualized)
+18.46%
5 Years (annualized)
+9.95%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXJVX 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
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📉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

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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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+8.71%
vs Peers
-1.78%

MXJVX Mutual Fund Performance

MXJVX performance across multiple time periods: 1-month -0.80%, YTD 6.93%, 1-year 21.91%, 3-year 18.46%, 5-year 9.95%, 10-year 9.74%.

MXJVX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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