SRFMX Mutual Fund

NAV$12.69

Returns Overview

1 Month
-3.35%
3 Months
+8.90%
6 Months
+0.78%
YTD
+0.78%
1 Year
+5.66%
3 Years (annualized)
+7.07%
5 Years (annualized)
+4.68%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRFMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+9.51%
vs Peers
-8.73%

SRFMX Mutual Fund Performance

SRFMX performance across multiple time periods: 1-month -3.35%, YTD 0.78%, 1-year 5.66%, 3-year 7.07%, 5-year 4.68%, 10-year 11.47%.

SRFMX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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