MFJUX Mutual Fund

MFJUX Mutual Fund

NAV$19.96
See how much of MFJUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.42%
3 Months
-0.05%
6 Months
+11.47%
YTD
+10.47%
1 Year
+13.01%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFJUX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+7.09%
vs Peers
+3.38%

MFJUX Mutual Fund Performance

MFJUX performance across multiple time periods: 1-month -2.42%, YTD 10.47%, 1-year 13.01%, 3-year 15.97%, 5-year 8.21%.

MFJUX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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