SRAAX Mutual Fund

SRAAX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+1.54%
3 Months
+0.15%
6 Months
-0.11%
YTD
+1.57%
1 Year
+1.77%
3 Years (annualized)
+4.67%
5 Years (annualized)
+2.65%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRAAX 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
PROUpgrade to run
🏦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
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.93%
vs Peers
-0.36%

SRAAX Mutual Fund Performance

SRAAX performance across multiple time periods: 1-month 1.54%, YTD 1.57%, 1-year 1.77%, 3-year 4.67%, 5-year 2.65%, 10-year 2.71%.

SRAAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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