SRJSX Mutual Fund

SRJSX Mutual Fund

NAV$22.99
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Returns Overview

1 Month
-2.02%
3 Months
-1.34%
6 Months
+7.64%
YTD
+5.50%
1 Year
+8.14%
3 Years (annualized)
+13.97%
5 Years (annualized)
+6.61%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJSX 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
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🏦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)
+5.50%
Peer Avg (YTD)
+7.09%
vs Peers
-1.59%

SRJSX Mutual Fund Performance

SRJSX performance across multiple time periods: 1-month -2.02%, YTD 5.50%, 1-year 8.14%, 3-year 13.97%, 5-year 6.61%, 10-year 9.02%.

SRJSX 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.

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