SJGIX Mutual Fund

SJGIX Mutual Fund

NAV$36.73
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Returns Overview

1 Month
+2.96%
3 Months
+3.79%
6 Months
+17.90%
YTD
+13.89%
1 Year
+18.02%
3 Years (annualized)
+21.32%

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
PROUpgrade to run
🏦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)
+13.89%
Peer Avg (YTD)
+8.51%
vs Peers
+5.38%

SJGIX Mutual Fund Performance

SJGIX performance across multiple time periods: 1-month 2.96%, YTD 13.89%, 1-year 18.02%, 3-year 21.32%.

SJGIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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