SJGAX Mutual Fund

SJGAX Mutual Fund

NAV$35.95
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Returns Overview

1 Month
-0.26%
3 Months
+18.20%
6 Months
+9.40%
YTD
+9.33%
1 Year
+15.24%
3 Years (annualized)
+20.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJGAX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+8.97%
vs Peers
+0.36%

SJGAX Mutual Fund Performance

SJGAX performance across multiple time periods: 1-month -0.26%, YTD 9.33%, 1-year 15.24%, 3-year 20.00%.

SJGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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