SRJQX Mutual Fund

SRJQX Mutual Fund

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Returns Overview

1 Month
-2.06%
3 Months
-1.38%
6 Months
+7.64%
YTD
+5.45%
1 Year
+8.11%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJQX 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
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+7.09%
vs Peers
-1.64%

SRJQX Mutual Fund Performance

SRJQX performance across multiple time periods: 1-month -2.06%, YTD 5.45%, 1-year 8.11%, 3-year 13.98%, 5-year 6.62%, 10-year 8.91%.

SRJQX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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