SCJCX Mutual Fund

NAV$7.96

Returns Overview

1 Month
-1.12%
3 Months
+8.53%
6 Months
+2.76%
YTD
+2.89%
1 Year
+12.11%
3 Years (annualized)
+16.67%
5 Years (annualized)
+14.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCJCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+3.78%
vs Peers
-0.89%

SCJCX Mutual Fund Performance

SCJCX performance across multiple time periods: 1-month -1.12%, YTD 2.89%, 1-year 12.11%, 3-year 16.67%, 5-year 14.67%.

SCJCX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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