SRTJX Mutual Fund

SRTJX Mutual Fund

NAV$27.15
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Returns Overview

1 Month
-0.74%
3 Months
+0.44%
6 Months
+0.21%
YTD
+1.10%
1 Year
+5.76%
3 Years (annualized)
+5.26%

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)
+1.10%
Peer Avg (YTD)
+6.57%
vs Peers
-5.47%

SRTJX Mutual Fund Performance

SRTJX performance across multiple time periods: 1-month -0.74%, YTD 1.10%, 1-year 5.76%, 3-year 5.26%.

SRTJX returns trail the peer average of 6.57% 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.