SRTJX Mutual Fund

NAV$27.16

Returns Overview

1 Month
-0.19%
3 Months
+3.34%
6 Months
+2.01%
YTD
+1.86%
1 Year
+6.63%
3 Years (annualized)
+5.96%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+6.73%
vs Peers
-4.87%

SRTJX Mutual Fund Performance

SRTJX performance across multiple time periods: 1-month -0.19%, YTD 1.86%, 1-year 6.63%, 3-year 5.96%.

SRTJX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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