SRJIX Mutual Fund

SRJIX Mutual Fund

NAV$23.41
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Returns Overview

1 Month
-0.73%
3 Months
+2.09%
6 Months
+4.64%
YTD
+6.19%
1 Year
+13.88%
3 Years (annualized)
+12.75%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJIX 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)
+6.19%
Peer Avg (YTD)
+6.99%
vs Peers
-0.81%

SRJIX Mutual Fund Performance

SRJIX performance across multiple time periods: 1-month -0.73%, YTD 6.19%, 1-year 13.88%, 3-year 12.75%, 5-year 6.80%, 10-year 9.06%.

SRJIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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