SRRIX Mutual Fund

SRRIX Mutual Fund

NAV$64.49
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Returns Overview

1 Month
+2.42%
3 Months
+5.09%
6 Months
+9.89%
YTD
+15.48%
1 Year
+27.95%
3 Years (annualized)
+30.22%
5 Years (annualized)
+23.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRRIX 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
ICE BofA Merrill Lynch 3-Month US Treasury(^ICEBOFAML3MUST)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+5.41%
vs Peers
+10.07%

SRRIX Mutual Fund Performance

SRRIX performance across multiple time periods: 1-month 2.42%, YTD 15.48%, 1-year 27.95%, 3-year 30.22%, 5-year 23.63%.

SRRIX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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