SRSJX Mutual Fund

SRSJX Mutual Fund

NAV$29.59
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Returns Overview

1 Month
+1.27%
3 Months
+0.28%
6 Months
+1.40%
YTD
+5.29%
1 Year
+9.94%
3 Years (annualized)
+7.51%

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
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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

This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+7.17%
vs Peers
-1.88%

SRSJX Mutual Fund Performance

SRSJX performance across multiple time periods: 1-month 1.27%, YTD 5.29%, 1-year 9.94%, 3-year 7.51%.

SRSJX returns trail the peer average of 7.17% 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.