MAMJX Mutual Fund

MAMJX Mutual Fund

NAV$20.62
See how much of MAMJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.56%
3 Months
-1.49%
6 Months
+5.01%
YTD
+3.66%
1 Year
+5.24%
3 Years (annualized)
+8.87%
5 Years (annualized)
+3.56%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMJX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+6.10%
vs Peers
-2.44%

MAMJX Mutual Fund Performance

MAMJX performance across multiple time periods: 1-month -2.56%, YTD 3.66%, 1-year 5.24%, 3-year 8.87%, 5-year 3.56%, 10-year 7.19%.

MAMJX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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