SCJKX Mutual Fund

NAV$8.15

Returns Overview

1 Month
-0.98%
3 Months
+8.81%
6 Months
+3.20%
YTD
+3.33%
3 Years (annualized)
+7.48%
5 Years (annualized)
+5.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCJKX 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)
+3.33%
Peer Avg (YTD)
+3.78%
vs Peers
-0.45%

SCJKX Mutual Fund Performance

SCJKX performance across multiple time periods: 1-month -0.98%, YTD 3.33%, 3-year 7.48%, 5-year 5.71%.

SCJKX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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