MFRJX Mutual Fund

MFRJX Mutual Fund

NAV$60.31
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Returns Overview

1 Month
-1.47%
3 Months
+0.35%
6 Months
+3.58%
YTD
+7.12%
1 Year
+7.29%
3 Years (annualized)
+18.11%
5 Years (annualized)
+8.52%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFRJX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+17.72%
vs Peers
-10.59%

MFRJX Mutual Fund Performance

MFRJX performance across multiple time periods: 1-month -1.47%, YTD 7.12%, 1-year 7.29%, 3-year 18.11%, 5-year 8.52%, 10-year 13.36%.

MFRJX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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