SJCIX Mutual Fund

SJCIX Mutual Fund

NAV$36.48
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Returns Overview

1 Month
+2.10%
3 Months
+5.69%
6 Months
+15.50%
YTD
+15.29%
1 Year
+20.86%
3 Years (annualized)
+19.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJCIX 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)
+15.29%
Peer Avg (YTD)
+11.21%
vs Peers
+4.08%

SJCIX Mutual Fund Performance

SJCIX performance across multiple time periods: 1-month 2.10%, YTD 15.29%, 1-year 20.86%, 3-year 19.82%.

SJCIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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