MFJEX Mutual Fund

MFJEX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
-2.43%
3 Months
-0.10%
6 Months
+11.32%
YTD
+10.26%
1 Year
+12.74%
3 Years (annualized)
+15.70%
5 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+7.09%
vs Peers
+3.18%

MFJEX Mutual Fund Performance

MFJEX performance across multiple time periods: 1-month -2.43%, YTD 10.26%, 1-year 12.74%, 3-year 15.70%, 5-year 7.79%.

MFJEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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