SRSJX Mutual Fund

SRSJX Mutual Fund

NAV$30.45
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Returns Overview

1 Month
+0.21%
3 Months
+7.07%
6 Months
+5.70%
YTD
+5.22%
1 Year
+12.82%
3 Years (annualized)
+7.49%

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)
+5.22%
Peer Avg (YTD)
+6.73%
vs Peers
-1.50%

SRSJX Mutual Fund Performance

SRSJX performance across multiple time periods: 1-month 0.21%, YTD 5.22%, 1-year 12.82%, 3-year 7.49%.

SRSJX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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