MENJX Mutual Fund

MENJX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-4.69%
3 Months
-6.91%
6 Months
-4.33%
YTD
-4.45%
1 Year
-2.95%
3 Years (annualized)
+3.27%
5 Years (annualized)
+0.10%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENJX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.45%
Peer Avg (YTD)
-3.82%
vs Peers
-0.63%

MENJX Mutual Fund Performance

MENJX performance across multiple time periods: 1-month -4.69%, YTD -4.45%, 1-year -2.95%, 3-year 3.27%, 5-year 0.10%, 10-year 1.41%.

MENJX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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