MSJSX Mutual Fund

NAV$22.88

Returns Overview

1 Month
+11.30%
3 Months
+16.81%
6 Months
+11.41%
YTD
+11.20%
1 Year
+26.15%
3 Years (annualized)
+16.34%
5 Years (annualized)
-7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSJSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Small/Mid-Cap Funds Index
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+9.16%
vs Peers
+2.03%

MSJSX Mutual Fund Performance

MSJSX performance across multiple time periods: 1-month 11.30%, YTD 11.20%, 1-year 26.15%, 3-year 16.34%, 5-year -7.37%.

MSJSX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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