NJTFX Mutual Fund

NJTFX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
-4.17%
3 Months
-6.11%
6 Months
-3.63%
YTD
-3.60%
1 Year
-1.92%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.59%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NJTFX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-3.60%
Peer Avg (YTD)
-3.84%
vs Peers
+0.24%

NJTFX Mutual Fund Performance

NJTFX performance across multiple time periods: 1-month -4.17%, YTD -3.60%, 1-year -1.92%, 3-year 3.60%, 5-year 0.59%, 10-year 2.15%.

NJTFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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