NJTFX Mutual Fund

NJTFX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
+0.61%
3 Months
+2.35%
6 Months
+2.38%
YTD
+2.38%
1 Year
+7.11%
3 Years (annualized)
+3.93%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NJTFX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+1.79%
vs Peers
+0.59%

NJTFX Mutual Fund Performance

NJTFX performance across multiple time periods: 1-month 0.61%, YTD 2.38%, 1-year 7.11%, 3-year 3.93%, 5-year 1.04%, 10-year 2.33%.

NJTFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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