SRTJX Mutual Fund

SRTJX Mutual Fund

NAV$26.23
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Returns Overview

1 Month
-0.11%
3 Months
-1.13%
6 Months
-0.69%
YTD
-0.04%
1 Year
+0.96%
3 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRTJX 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)
-0.04%
Peer Avg (YTD)
+6.22%
vs Peers
-6.26%

SRTJX Mutual Fund Performance

SRTJX performance across multiple time periods: 1-month -0.11%, YTD -0.04%, 1-year 0.96%, 3-year 6.27%.

SRTJX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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