SRUIX Mutual Fund

SRUIX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
-0.35%
3 Months
+1.77%
6 Months
+14.68%
YTD
+12.62%
1 Year
+22.11%
3 Years (annualized)
+25.92%
5 Years (annualized)
+14.32%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRUIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+5.11%
vs Peers
+7.51%

SRUIX Mutual Fund Performance

SRUIX performance across multiple time periods: 1-month -0.35%, YTD 12.62%, 1-year 22.11%, 3-year 25.92%, 5-year 14.32%, 10-year 9.87%.

SRUIX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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