SRAAX Mutual Fund

SRAAX Mutual Fund

NAV$9.40
See how much of SRAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.26%
3 Months
-1.22%
6 Months
-0.68%
YTD
+0.03%
1 Year
+0.20%
3 Years (annualized)
+4.60%
5 Years (annualized)
+2.68%
10 Years (annualized)
+2.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRAAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+0.50%
vs Peers
-0.47%

SRAAX Mutual Fund Performance

SRAAX performance across multiple time periods: 1-month -1.26%, YTD 0.03%, 1-year 0.20%, 3-year 4.60%, 5-year 2.68%, 10-year 2.75%.

SRAAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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