ONJCX Mutual Fund

NAV$8.85

Returns Overview

1 Month
+0.93%
3 Months
+2.72%
6 Months
+2.58%
YTD
+2.58%
1 Year
+6.85%
3 Years (annualized)
+3.20%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ONJCX 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

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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
US Consumer Price Index
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+1.79%
vs Peers
+0.80%

ONJCX Mutual Fund Performance

ONJCX performance across multiple time periods: 1-month 0.93%, YTD 2.58%, 1-year 6.85%, 3-year 3.20%, 5-year 0.57%, 10-year 2.18%.

ONJCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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