SRHMX Mutual Fund

SRHMX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
-4.36%
3 Months
-6.22%
6 Months
-2.50%
YTD
-2.14%
1 Year
-0.72%
3 Years (annualized)
+6.20%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRHMX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
-3.84%
vs Peers
+1.70%

SRHMX Mutual Fund Performance

SRHMX performance across multiple time periods: 1-month -4.36%, YTD -2.14%, 1-year -0.72%, 3-year 6.20%, 10-year 2.25%.

SRHMX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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