SRMCX Mutual Fund

SRMCX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-1.66%
3 Months
-1.74%
6 Months
-1.15%
YTD
-1.07%
1 Year
-0.86%
3 Years (annualized)
+2.50%
5 Years (annualized)
+0.79%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRMCX 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)
-1.07%
Peer Avg (YTD)
-3.84%
vs Peers
+2.77%

SRMCX Mutual Fund Performance

SRMCX performance across multiple time periods: 1-month -1.66%, YTD -1.07%, 1-year -0.86%, 3-year 2.50%, 5-year 0.79%, 10-year 0.76%.

SRMCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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