ONJAX Mutual Fund

ONJAX Mutual Fund

NAV$8.72
See how much of ONJAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.69%
3 Months
-0.30%
6 Months
+0.63%
YTD
+1.17%
1 Year
+6.54%
3 Years (annualized)
+3.21%
5 Years (annualized)
+0.66%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONJAX 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
S&P Municipal Bond New Jersey Index(^SPMBNJI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.23%
vs Peers
+0.94%

ONJAX Mutual Fund Performance

ONJAX performance across multiple time periods: 1-month -1.69%, YTD 1.17%, 1-year 6.54%, 3-year 3.21%, 5-year 0.66%, 10-year 2.65%.

ONJAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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