SRJCX Mutual Fund

SRJCX Mutual Fund

NAV$22.07
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Returns Overview

1 Month
-0.23%
3 Months
-0.94%
6 Months
+0.91%
YTD
+4.64%
1 Year
+6.01%
3 Years (annualized)
+14.60%
5 Years (annualized)
+5.21%
10 Years (annualized)
+8.14%

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)
+4.64%
Peer Avg (YTD)
+14.77%
vs Peers
-10.13%

SRJCX Mutual Fund Performance

SRJCX performance across multiple time periods: 1-month -0.23%, YTD 4.64%, 1-year 6.01%, 3-year 14.60%, 5-year 5.21%, 10-year 8.14%.

SRJCX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.38%, 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.