SRJIX Mutual Fund

SRJIX Mutual Fund

NAV$23.03
See how much of SRJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.01%
3 Months
-1.29%
6 Months
+7.72%
YTD
+5.59%
1 Year
+8.33%
3 Years (annualized)
+14.15%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJIX 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
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+7.09%
vs Peers
-1.50%

SRJIX Mutual Fund Performance

SRJIX performance across multiple time periods: 1-month -2.01%, YTD 5.59%, 1-year 8.33%, 3-year 14.15%, 5-year 6.77%, 10-year 9.17%.

SRJIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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