MOJCX Mutual Fund

MOJCX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
-0.18%
3 Months
-5.64%
6 Months
+16.39%
YTD
+30.42%
1 Year
+40.20%
3 Years (annualized)
+28.56%
5 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOJCX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+30.42%
Peer Avg (YTD)
+4.97%
vs Peers
+25.45%

MOJCX Mutual Fund Performance

MOJCX performance across multiple time periods: 1-month -0.18%, YTD 30.42%, 1-year 40.20%, 3-year 28.56%, 5-year 12.57%.

MOJCX returns outperform the peer average of 4.97% YTD. With an expense ratio of 3.00%, investors should weigh costs against performance when evaluating this mutual fund.

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