MSJIX Mutual Fund

MSJIX Mutual Fund

NAV$20.24
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Returns Overview

1 Month
-8.07%
3 Months
-9.31%
6 Months
+5.97%
YTD
+0.82%
1 Year
+4.94%
3 Years (annualized)
+12.92%
5 Years (annualized)
-6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJIX 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
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+7.86%
vs Peers
-7.05%

MSJIX Mutual Fund Performance

MSJIX performance across multiple time periods: 1-month -8.07%, YTD 0.82%, 1-year 4.94%, 3-year 12.92%, 5-year -6.14%.

MSJIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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