SFMRX Mutual Fund

SFMRX Mutual Fund

NAV$38.46
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Returns Overview

1 Month
-3.11%
3 Months
+6.99%
6 Months
+9.56%
YTD
+10.26%
1 Year
+11.59%
3 Years (annualized)
+14.12%
5 Years (annualized)
+5.36%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFMRX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+9.54%
vs Peers
+0.72%

SFMRX Mutual Fund Performance

SFMRX performance across multiple time periods: 1-month -3.11%, YTD 10.26%, 1-year 11.59%, 3-year 14.12%, 5-year 5.36%, 10-year 13.46%.

SFMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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