SRFKX Mutual Fund

NAV$25.25

Returns Overview

1 Month
-0.27%
3 Months
+5.13%
6 Months
+3.27%
YTD
+3.02%
1 Year
+8.80%
3 Years (annualized)
+5.86%
5 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRFKX 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
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+4.14%
vs Peers
-1.13%

SRFKX Mutual Fund Performance

SRFKX performance across multiple time periods: 1-month -0.27%, YTD 3.02%, 1-year 8.80%, 3-year 5.86%, 5-year 1.57%.

SRFKX returns trail the peer average of 4.14% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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