SRJQX Mutual Fund

NAV$23.45

Returns Overview

1 Month
+0.39%
3 Months
+9.15%
6 Months
+7.52%
YTD
+6.93%
1 Year
+15.14%
3 Years (annualized)
+13.76%
5 Years (annualized)
+6.93%

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
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)
+6.93%
Peer Avg (YTD)
+7.64%
vs Peers
-0.71%

SRJQX Mutual Fund Performance

SRJQX performance across multiple time periods: 1-month 0.39%, YTD 6.93%, 1-year 15.14%, 3-year 13.76%, 5-year 6.93%.

SRJQX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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