SJVAX Mutual Fund

SJVAX Mutual Fund

NAV$35.92
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.69%
3 Months
+14.52%
6 Months
+12.38%
YTD
+11.52%
1 Year
+21.56%
3 Years (annualized)
+18.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJVAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.52%
Peer Avg (YTD)
+9.49%
vs Peers
+2.03%

SJVAX Mutual Fund Performance

SJVAX performance across multiple time periods: 1-month 0.69%, YTD 11.52%, 1-year 21.56%, 3-year 18.85%.

SJVAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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