SJCRX Mutual Fund

SJCRX Mutual Fund

NAV$35.64
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Returns Overview

1 Month
+0.56%
3 Months
+0.84%
6 Months
+7.81%
YTD
+13.87%
1 Year
+16.47%
3 Years (annualized)
+21.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJCRX 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 Index(^RUI)
This Mutual Fund (YTD)
+13.87%
Peer Avg (YTD)
+10.80%
vs Peers
+3.07%

SJCRX Mutual Fund Performance

SJCRX performance across multiple time periods: 1-month 0.56%, YTD 13.87%, 1-year 16.47%, 3-year 21.73%.

SJCRX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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