SJGIX Mutual Fund

SJGIX Mutual Fund

NAV$36.85
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Returns Overview

1 Month
+0.78%
3 Months
+4.85%
6 Months
+24.00%
YTD
+14.78%
1 Year
+15.52%
3 Years (annualized)
+21.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJGIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.78%
Peer Avg (YTD)
+8.68%
vs Peers
+6.10%

SJGIX Mutual Fund Performance

SJGIX performance across multiple time periods: 1-month 0.78%, YTD 14.78%, 1-year 15.52%, 3-year 21.32%.

SJGIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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