SRJZX Mutual Fund

NAV$23.01

Returns Overview

1 Month
+0.35%
3 Months
+8.96%
6 Months
+7.22%
YTD
+6.66%
1 Year
+14.57%
3 Years (annualized)
+13.19%
5 Years (annualized)
+6.38%
10 Years (annualized)
+8.83%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+7.64%
vs Peers
-0.98%

SRJZX Mutual Fund Performance

SRJZX performance across multiple time periods: 1-month 0.35%, YTD 6.66%, 1-year 14.57%, 3-year 13.19%, 5-year 6.38%, 10-year 8.83%.

SRJZX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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