SRJPX Mutual Fund

SRJPX Mutual Fund

NAV$22.54
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Returns Overview

1 Month
+1.46%
3 Months
+1.06%
6 Months
+4.33%
YTD
+7.51%
1 Year
+12.50%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.34%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJPX 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)
+7.51%
Peer Avg (YTD)
+8.76%
vs Peers
-1.25%

SRJPX Mutual Fund Performance

SRJPX performance across multiple time periods: 1-month 1.46%, YTD 7.51%, 1-year 12.50%, 3-year 13.69%, 5-year 6.34%, 10-year 8.63%.

SRJPX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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