SRIAX Mutual Fund

SRIAX Mutual Fund

NAV$13.98
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Returns Overview

1 Month
-3.77%
3 Months
-1.62%
6 Months
+9.66%
YTD
+5.28%
1 Year
+9.51%
3 Years (annualized)
+14.61%
5 Years (annualized)
+2.64%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+9.98%
vs Peers
-4.71%

SRIAX Mutual Fund Performance

SRIAX performance across multiple time periods: 1-month -3.77%, YTD 5.28%, 1-year 9.51%, 3-year 14.61%, 5-year 2.64%, 10-year 6.37%.

SRIAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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