SRCMX Mutual Fund

SRCMX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-4.06%
3 Months
-5.82%
6 Months
-3.44%
YTD
-4.34%
1 Year
-3.00%
3 Years (annualized)
+2.95%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRCMX 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

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.34%
Peer Avg (YTD)
-3.88%
vs Peers
-0.47%

SRCMX Mutual Fund Performance

SRCMX performance across multiple time periods: 1-month -4.06%, YTD -4.34%, 1-year -3.00%, 3-year 2.95%, 5-year -0.26%, 10-year 1.44%.

SRCMX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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