SJVIX Mutual Fund

NAV$36.08
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Returns Overview

1 Month
+0.71%
3 Months
+14.61%
6 Months
+12.51%
YTD
+11.65%
1 Year
+21.88%
3 Years (annualized)
+19.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJVIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+9.49%
vs Peers
+2.16%

SJVIX Mutual Fund Performance

SJVIX performance across multiple time periods: 1-month 0.71%, YTD 11.65%, 1-year 21.88%, 3-year 19.14%.

SJVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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