SRFKX Mutual Fund

SRFKX Mutual Fund

NAV$24.77
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Returns Overview

1 Month
-1.87%
3 Months
-1.79%
6 Months
+3.24%
YTD
+1.17%
1 Year
+3.04%
3 Years (annualized)
+5.78%
5 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRFKX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+2.46%
vs Peers
-1.29%

SRFKX Mutual Fund Performance

SRFKX performance across multiple time periods: 1-month -1.87%, YTD 1.17%, 1-year 3.04%, 3-year 5.78%, 5-year 1.29%.

SRFKX returns trail the peer average of 2.46% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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