SRFJX Mutual Fund

SRFJX Mutual Fund

NAV$25.49
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Returns Overview

1 Month
-0.79%
3 Months
+1.05%
6 Months
+1.45%
YTD
+2.68%
1 Year
+8.80%
3 Years (annualized)
+5.99%
5 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRFJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+3.39%
vs Peers
-0.71%

SRFJX Mutual Fund Performance

SRFJX performance across multiple time periods: 1-month -0.79%, YTD 2.68%, 1-year 8.80%, 3-year 5.99%, 5-year 2.31%.

SRFJX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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