SJCRX Mutual Fund

SJCRX Mutual Fund

NAV$36.47
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Returns Overview

1 Month
-1.79%
3 Months
+4.24%
6 Months
+18.86%
YTD
+13.24%
1 Year
+16.32%
3 Years (annualized)
+18.26%

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)
+13.24%
Peer Avg (YTD)
+9.91%
vs Peers
+3.33%

SJCRX Mutual Fund Performance

SJCRX performance across multiple time periods: 1-month -1.79%, YTD 13.24%, 1-year 16.32%, 3-year 18.26%.

SJCRX returns outperform the peer average of 9.91% 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.