SJCRX Mutual Fund

SJCRX Mutual Fund

NAV$35.85
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Returns Overview

1 Month
+2.11%
3 Months
+5.70%
6 Months
+15.52%
YTD
+15.30%
1 Year
+20.87%
3 Years (annualized)
+18.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJCRX 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)
+15.30%
Peer Avg (YTD)
+11.21%
vs Peers
+4.09%

SJCRX Mutual Fund Performance

SJCRX performance across multiple time periods: 1-month 2.11%, YTD 15.30%, 1-year 20.87%, 3-year 18.26%.

SJCRX 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.

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