SRVEX Mutual Fund

SRVEX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
-1.37%
3 Months
+0.30%
6 Months
+13.44%
YTD
+10.07%
1 Year
+15.62%
3 Years (annualized)
+22.04%
5 Years (annualized)
+13.96%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRVEX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+9.98%
vs Peers
+0.09%

SRVEX Mutual Fund Performance

SRVEX performance across multiple time periods: 1-month -1.37%, YTD 10.07%, 1-year 15.62%, 3-year 22.04%, 5-year 13.96%, 10-year 14.55%.

SRVEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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