MOJAX Mutual Fund

MOJAX Mutual Fund

NAV$18.99
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Returns Overview

1 Month
-0.16%
3 Months
-5.51%
6 Months
+16.75%
YTD
+31.15%
1 Year
+41.23%
3 Years (annualized)
+28.60%
5 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOJAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+31.15%
Peer Avg (YTD)
+4.96%
vs Peers
+26.18%

MOJAX Mutual Fund Performance

MOJAX performance across multiple time periods: 1-month -0.16%, YTD 31.15%, 1-year 41.23%, 3-year 28.60%, 5-year 12.92%.

MOJAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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