SRJYX Mutual Fund

SRJYX Mutual Fund

NAV$23.04
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Returns Overview

1 Month
-2.01%
3 Months
-1.29%
6 Months
+7.77%
YTD
+5.68%
1 Year
+8.38%
3 Years (annualized)
+14.26%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJYX 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)
+5.68%
Peer Avg (YTD)
+7.09%
vs Peers
-1.41%

SRJYX Mutual Fund Performance

SRJYX performance across multiple time periods: 1-month -2.01%, YTD 5.68%, 1-year 8.38%, 3-year 14.26%, 5-year 6.88%, 10-year 9.27%.

SRJYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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