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SJCP
+0.07 · +0.28%
$25.25 · NASDAQ

SanJac Alpha Core Plus Bond ETF (SJCP) ETF Analysis | Intermediate Core-Plus Bond

SanJac · USA
AUM:$2.8M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.2% over the past year, showing positive momentum.

What is SJCP?

The fund is an actively managed ETF that seeks to achieve its investment objective by investing in a portfolio of income-oriented instruments principally consisting of investment-grade U. corporate and government debt obligations (including securities issued or guaranteed by the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SJCP returned 6.2% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 14.5% of the ETF — exposure spread across many positions.
Notable Dividend Yield
Current yield of 4.03% provides a meaningful income component alongside market exposure.
ETF Information
AUM$2.8M
Expense Ratio0.00%
Dividend Yield4.03%
Holdings6
Inception DateSept 2024
Domicile–
Distribution–
Index–
ProviderSanJac
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.5%
1Y
+2.5%
3Y
+7.0%
5Y
+7.0%
OpenBook InsightIf you had invested £10,000 in SJCP 5 years ago, it would have grown to £10,695 — a gain of £695.

Annual Returns

Calendar year performance

SJCP delivered positive returns in 2 of the last 3 calendar years.
YearSJCP
2026 YTD+0.8%
2025+6.0%
2024-0.2%
CAGR 2yr+2.9%
2/3 positive yearsAvg return: +2.2%Worst year: -0.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.0%
Low
Momentum
+0.4%
30-day change
Support Level
25.00
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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