SJVAX Mutual Fund

SJVAX Mutual Fund

NAV$35.91
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Returns Overview

1 Month
+4.02%
3 Months
+1.45%
6 Months
+11.32%
YTD
+18.25%
1 Year
+24.31%
3 Years (annualized)
+23.26%

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
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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)
+18.25%
Peer Avg (YTD)
+20.32%
vs Peers
-2.08%

SJVAX Mutual Fund Performance

SJVAX performance across multiple time periods: 1-month 4.02%, YTD 18.25%, 1-year 24.31%, 3-year 23.26%.

SJVAX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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