SJCAX Mutual Fund

SJCAX Mutual Fund

NAV$37.00
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Returns Overview

1 Month
-0.43%
3 Months
+13.99%
6 Months
+9.05%
YTD
+8.54%
1 Year
+17.08%
3 Years (annualized)
+17.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJCAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.51%
vs Peers
-0.97%

SJCAX Mutual Fund Performance

SJCAX performance across multiple time periods: 1-month -0.43%, YTD 8.54%, 1-year 17.08%, 3-year 17.60%.

SJCAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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