SRJYX Mutual Fund

SRJYX Mutual Fund

NAV$23.42
See how much of SRJYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.73%
3 Months
+2.13%
6 Months
+4.69%
YTD
+6.28%
1 Year
+13.99%
3 Years (annualized)
+12.87%
5 Years (annualized)
+6.91%
10 Years (annualized)
+9.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+6.99%
vs Peers
-0.71%

SRJYX Mutual Fund Performance

SRJYX performance across multiple time periods: 1-month -0.73%, YTD 6.28%, 1-year 13.99%, 3-year 12.87%, 5-year 6.91%, 10-year 9.17%.

SRJYX returns trail the peer average of 6.99% 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.