SCJAX Mutual Fund

NAV$8.19
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Returns Overview

1 Month
-0.98%
3 Months
+8.75%
6 Months
+3.12%
YTD
+3.25%
1 Year
+13.01%
3 Years (annualized)
+26.62%
5 Years (annualized)
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCJAX 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

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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+3.78%
vs Peers
-0.53%

SCJAX Mutual Fund Performance

SCJAX performance across multiple time periods: 1-month -0.98%, YTD 3.25%, 1-year 13.01%, 3-year 26.62%, 5-year 16.46%.

SCJAX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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