NJTFX Mutual Fund

NJTFX Mutual Fund

NAV$11.14
See how much of NJTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.08%
3 Months
-1.55%
6 Months
-1.89%
YTD
-0.64%
1 Year
-0.26%
3 Years (annualized)
+4.86%
5 Years (annualized)
+0.65%
10 Years (annualized)
+1.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.64%
Peer Avg (YTD)
-0.87%
vs Peers
+0.23%

NJTFX Mutual Fund Performance

NJTFX performance across multiple time periods: 1-month 3.08%, YTD -0.64%, 1-year -0.26%, 3-year 4.86%, 5-year 0.65%, 10-year 1.93%.

NJTFX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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