SRJCX Mutual Fund

SRJCX Mutual Fund

NAV$22.66
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Returns Overview

1 Month
-0.84%
3 Months
+1.87%
6 Months
+4.15%
YTD
+5.63%
1 Year
+12.83%
3 Years (annualized)
+11.75%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJCX 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
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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)
+5.63%
Peer Avg (YTD)
+6.99%
vs Peers
-1.36%

SRJCX Mutual Fund Performance

SRJCX performance across multiple time periods: 1-month -0.84%, YTD 5.63%, 1-year 12.83%, 3-year 11.75%, 5-year 5.85%, 10-year 8.09%.

SRJCX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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