SRJCX Mutual Fund

NAV$22.32

Returns Overview

1 Month
+0.36%
3 Months
+8.90%
6 Months
+7.09%
YTD
+6.53%
1 Year
+14.29%
3 Years (annualized)
+12.92%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+7.64%
vs Peers
-1.11%

SRJCX Mutual Fund Performance

SRJCX performance across multiple time periods: 1-month 0.36%, YTD 6.53%, 1-year 14.29%, 3-year 12.92%, 5-year 6.12%, 10-year 8.56%.

SRJCX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

SRJCX performance comparison shows side-by-side returns with another fund. SRJCX alternatives are available in the Mutual Fund Screener.