MRSJX Mutual Fund

NAV$28.67

Returns Overview

1 Month
+0.31%
3 Months
+5.06%
6 Months
+3.20%
YTD
+9.30%
1 Year
+16.28%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MRSJX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+9.13%
vs Peers
+0.17%

MRSJX Mutual Fund Performance

MRSJX performance across multiple time periods: 1-month 0.31%, YTD 9.30%, 1-year 16.28%, 3-year 12.84%, 5-year 6.31%, 10-year 9.12%.

MRSJX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

MRSJX performance comparison shows side-by-side returns with another fund. MRSJX alternatives are available in the Mutual Fund Screener.