SRJZX Mutual Fund

SRJZX Mutual Fund

NAV$22.55
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Returns Overview

1 Month
-2.10%
3 Months
-1.50%
6 Months
+7.33%
YTD
+5.07%
1 Year
+7.56%
3 Years (annualized)
+13.41%
5 Years (annualized)
+6.08%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJZX 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
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📉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)
+5.07%
Peer Avg (YTD)
+7.09%
vs Peers
-2.02%

SRJZX Mutual Fund Performance

SRJZX performance across multiple time periods: 1-month -2.10%, YTD 5.07%, 1-year 7.56%, 3-year 13.41%, 5-year 6.08%, 10-year 8.49%.

SRJZX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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