SCJIX Mutual Fund

SCJIX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
-0.67%
3 Months
+2.14%
6 Months
+11.03%
YTD
+5.55%
1 Year
+10.44%
3 Years (annualized)
+13.58%
5 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCJIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+5.11%
vs Peers
+0.43%

SCJIX Mutual Fund Performance

SCJIX performance across multiple time periods: 1-month -0.67%, YTD 5.55%, 1-year 10.44%, 3-year 13.58%, 5-year 8.90%.

SCJIX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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