SJGAX Mutual Fund

SJGAX Mutual Fund

NAV$36.59
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Returns Overview

1 Month
+0.76%
3 Months
+4.79%
6 Months
+23.87%
YTD
+14.57%
1 Year
+15.24%
3 Years (annualized)
+21.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJGAX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.57%
Peer Avg (YTD)
+8.68%
vs Peers
+5.89%

SJGAX Mutual Fund Performance

SJGAX performance across multiple time periods: 1-month 0.76%, YTD 14.57%, 1-year 15.24%, 3-year 21.02%.

SJGAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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