SJVAX Mutual Fund

SJVAX Mutual Fund

NAV$35.26
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Returns Overview

1 Month
-3.59%
3 Months
+1.93%
6 Months
+16.73%
YTD
+13.68%
1 Year
+18.69%
3 Years (annualized)
+20.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SJVAX 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)
+13.68%
Peer Avg (YTD)
+10.00%
vs Peers
+3.68%

SJVAX Mutual Fund Performance

SJVAX performance across multiple time periods: 1-month -3.59%, YTD 13.68%, 1-year 18.69%, 3-year 20.65%.

SJVAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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