SRJAX Mutual Fund

SRJAX Mutual Fund

NAV$22.58
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Returns Overview

1 Month
+1.45%
3 Months
+1.05%
6 Months
+4.39%
YTD
+7.55%
1 Year
+12.58%
3 Years (annualized)
+13.77%
5 Years (annualized)
+6.41%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+8.76%
vs Peers
-1.21%

SRJAX Mutual Fund Performance

SRJAX performance across multiple time periods: 1-month 1.45%, YTD 7.55%, 1-year 12.58%, 3-year 13.77%, 5-year 6.41%, 10-year 8.84%.

SRJAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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