MSFJX Mutual Fund

MSFJX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
-4.85%
3 Months
-0.50%
6 Months
+1.46%
YTD
+2.30%
1 Year
+4.99%
3 Years (annualized)
+9.61%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+4.96%
vs Peers
-2.67%

MSFJX Mutual Fund Performance

MSFJX performance across multiple time periods: 1-month -4.85%, YTD 2.30%, 1-year 4.99%, 3-year 9.61%, 5-year 4.96%, 10-year 7.34%.

MSFJX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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