MSJCX Mutual Fund

MSJCX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
-8.12%
3 Months
-9.56%
6 Months
+5.38%
YTD
+0.05%
1 Year
+3.82%
3 Years (annualized)
+11.68%
5 Years (annualized)
-7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJCX 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
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+7.86%
vs Peers
-7.81%

MSJCX Mutual Fund Performance

MSJCX performance across multiple time periods: 1-month -8.12%, YTD 0.05%, 1-year 3.82%, 3-year 11.68%, 5-year -7.15%.

MSJCX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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