SRJSX Mutual Fund

NAV$23.42

Returns Overview

1 Month
+0.39%
3 Months
+9.10%
6 Months
+7.48%
YTD
+6.93%
1 Year
+15.17%
3 Years (annualized)
+13.76%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.37%

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
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%

SRJSX Mutual Fund Performance

SRJSX performance across multiple time periods: 1-month 0.39%, YTD 6.93%, 1-year 15.17%, 3-year 13.76%, 5-year 6.92%, 10-year 9.37%.

SRJSX 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.

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