SRSJX Mutual Fund

SRSJX Mutual Fund

NAV$30.24
See how much of SRSJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.19%
3 Months
+1.47%
6 Months
+2.13%
YTD
+3.97%
1 Year
+11.03%
3 Years (annualized)
+6.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRSJX 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

This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+6.57%
vs Peers
-2.60%

SRSJX Mutual Fund Performance

SRSJX performance across multiple time periods: 1-month -1.19%, YTD 3.97%, 1-year 11.03%, 3-year 6.48%.

SRSJX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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