SJCAX Mutual Fund

SJCAX Mutual Fund

NAV$36.11
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Returns Overview

1 Month
+0.53%
3 Months
+0.78%
6 Months
+7.64%
YTD
+13.63%
1 Year
+16.17%
3 Years (annualized)
+21.43%

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)
+13.63%
Peer Avg (YTD)
+17.72%
vs Peers
-4.08%

SJCAX Mutual Fund Performance

SJCAX performance across multiple time periods: 1-month 0.53%, YTD 13.63%, 1-year 16.17%, 3-year 21.43%.

SJCAX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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