SRPSX Mutual Fund

SRPSX Mutual Fund

NAV$6.30
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Returns Overview

1 Month
+6.73%
3 Months
+6.02%
6 Months
-2.84%
YTD
-5.43%
1 Year
-2.25%
3 Years (annualized)
-7.40%
5 Years (annualized)
-1.66%
10 Years (annualized)
-7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRPSX 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 Real Estate Select Sector Index
This Mutual Fund (YTD)
-5.43%
Peer Avg (YTD)
+7.57%
vs Peers
-13.00%

SRPSX Mutual Fund Performance

SRPSX performance across multiple time periods: 1-month 6.73%, YTD -5.43%, 1-year -2.25%, 3-year -7.40%, 5-year -1.66%, 10-year -7.40%.

SRPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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