SRFJX Mutual Fund

NAV$25.45

Returns Overview

1 Month
-0.18%
3 Months
+5.39%
6 Months
+3.75%
YTD
+3.50%
1 Year
+9.85%
3 Years (annualized)
+6.91%
5 Years (annualized)
+2.58%

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
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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+3.50%
Peer Avg (YTD)
+4.14%
vs Peers
-0.65%

SRFJX Mutual Fund Performance

SRFJX performance across multiple time periods: 1-month -0.18%, YTD 3.50%, 1-year 9.85%, 3-year 6.91%, 5-year 2.58%.

SRFJX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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