SRJYX Mutual Fund

SRJYX Mutual Fund

NAV$22.87
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Returns Overview

1 Month
-0.13%
3 Months
-0.70%
6 Months
+1.42%
YTD
+5.54%
1 Year
+7.09%
3 Years (annualized)
+15.77%
5 Years (annualized)
+6.27%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRJYX 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)
+5.54%
Peer Avg (YTD)
+6.70%
vs Peers
-1.16%

SRJYX Mutual Fund Performance

SRJYX performance across multiple time periods: 1-month -0.13%, YTD 5.54%, 1-year 7.09%, 3-year 15.77%, 5-year 6.27%, 10-year 9.19%.

SRJYX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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