SRCCX Mutual Fund

SRCCX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-0.20%
3 Months
-1.07%
6 Months
-1.82%
YTD
-0.62%
1 Year
+2.76%
3 Years (annualized)
+2.21%
5 Years (annualized)
-0.97%
10 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRCCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+0.17%
vs Peers
-0.79%

SRCCX Mutual Fund Performance

SRCCX performance across multiple time periods: 1-month -0.20%, YTD -0.62%, 1-year 2.76%, 3-year 2.21%, 5-year -0.97%, 10-year 0.66%.

SRCCX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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