MSJIX Mutual Fund

NAV$23.22

Returns Overview

1 Month
+1.35%
3 Months
+11.31%
6 Months
+13.10%
YTD
+11.74%
1 Year
+26.07%
3 Years (annualized)
+16.26%
5 Years (annualized)
-7.41%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+11.74%
Peer Avg (YTD)
+9.16%
vs Peers
+2.58%

MSJIX Mutual Fund Performance

MSJIX performance across multiple time periods: 1-month 1.35%, YTD 11.74%, 1-year 26.07%, 3-year 16.26%, 5-year -7.41%.

MSJIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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