SRCCX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.83%
3 Months
+2.31%
6 Months
+1.28%
YTD
+1.28%
1 Year
+5.19%
3 Years (annualized)
+2.65%
5 Years (annualized)
-0.53%
10 Years (annualized)
+0.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+1.98%
vs Peers
-0.69%

SRCCX Mutual Fund Performance

SRCCX performance across multiple time periods: 1-month 0.83%, YTD 1.28%, 1-year 5.19%, 3-year 2.65%, 5-year -0.53%, 10-year 0.84%.

SRCCX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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