SJCIX Mutual Fund

SJCIX Mutual Fund

NAV$36.26
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Returns Overview

1 Month
+0.52%
3 Months
+0.83%
6 Months
+7.80%
YTD
+13.85%
1 Year
+16.46%
3 Years (annualized)
+21.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJCIX 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 Index(^RUI)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+17.72%
vs Peers
-3.86%

SJCIX Mutual Fund Performance

SJCIX performance across multiple time periods: 1-month 0.52%, YTD 13.85%, 1-year 16.46%, 3-year 21.73%.

SJCIX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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