SJGIX Mutual Fund

SJGIX Mutual Fund

NAV$36.18
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Returns Overview

1 Month
-0.23%
3 Months
+18.27%
6 Months
+9.54%
YTD
+9.47%
1 Year
+15.55%
3 Years (annualized)
+20.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJGIX 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)
+9.47%
Peer Avg (YTD)
+8.97%
vs Peers
+0.50%

SJGIX Mutual Fund Performance

SJGIX performance across multiple time periods: 1-month -0.23%, YTD 9.47%, 1-year 15.55%, 3-year 20.29%.

SJGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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