SRMAX Mutual Fund

SRMAX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-1.60%
3 Months
-1.65%
6 Months
-0.88%
YTD
-0.52%
1 Year
-0.12%
3 Years (annualized)
+3.20%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRMAX 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 3-Year (2-4 Municipal Bond) Index
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
-3.84%
vs Peers
+3.32%

SRMAX Mutual Fund Performance

SRMAX performance across multiple time periods: 1-month -1.60%, YTD -0.52%, 1-year -0.12%, 3-year 3.20%, 5-year 1.53%, 10-year 1.45%.

SRMAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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