SJVIX Mutual Fund

SJVIX Mutual Fund

NAV$36.09
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Returns Overview

1 Month
+4.06%
3 Months
+1.53%
6 Months
+11.46%
YTD
+18.49%
1 Year
+24.64%
3 Years (annualized)
+23.56%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.49%
Peer Avg (YTD)
+20.32%
vs Peers
-1.84%

SJVIX Mutual Fund Performance

SJVIX performance across multiple time periods: 1-month 4.06%, YTD 18.49%, 1-year 24.64%, 3-year 23.56%.

SJVIX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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