SJGAX Mutual Fund

SJGAX Mutual Fund

NAV$33.32
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Returns Overview

1 Month
-3.60%
6 Months
+6.86%
YTD
+10.45%
1 Year
+9.60%
3 Years (annualized)
+22.30%

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)
+10.45%
Peer Avg (YTD)
+5.23%
vs Peers
+5.21%

SJGAX Mutual Fund Performance

SJGAX performance across multiple time periods: 1-month -3.60%, YTD 10.45%, 1-year 9.60%, 3-year 22.30%.

SJGAX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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