SRJIX Mutual Fund

SRJIX Mutual Fund

NAV$23.07
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Returns Overview

1 Month
+1.48%
3 Months
+1.13%
6 Months
+4.52%
YTD
+7.76%
1 Year
+12.98%
3 Years (annualized)
+14.15%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.17%

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)
+7.76%
Peer Avg (YTD)
+8.76%
vs Peers
-1.00%

SRJIX Mutual Fund Performance

SRJIX performance across multiple time periods: 1-month 1.48%, YTD 7.76%, 1-year 12.98%, 3-year 14.15%, 5-year 6.77%, 10-year 9.17%.

SRJIX returns trail the peer average of 8.76% 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.