SRCMX Mutual Fund

SRCMX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-1.61%
3 Months
-0.23%
6 Months
-0.47%
YTD
+0.49%
1 Year
+4.51%
3 Years (annualized)
+3.01%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRCMX 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)
+0.49%
Peer Avg (YTD)
+0.39%
vs Peers
+0.10%

SRCMX Mutual Fund Performance

SRCMX performance across multiple time periods: 1-month -1.61%, YTD 0.49%, 1-year 4.51%, 3-year 3.01%, 5-year -0.07%, 10-year 1.61%.

SRCMX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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