SRFMX Mutual Fund

SRFMX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
+2.11%
3 Months
+2.16%
6 Months
+8.72%
YTD
+6.53%
1 Year
+11.09%
3 Years (annualized)
+12.19%
5 Years (annualized)
+6.68%
10 Years (annualized)
+12.94%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.53%
Peer Avg (YTD)
+11.21%
vs Peers
-4.69%

SRFMX Mutual Fund Performance

SRFMX performance across multiple time periods: 1-month 2.11%, YTD 6.53%, 1-year 11.09%, 3-year 12.19%, 5-year 6.68%, 10-year 12.94%.

SRFMX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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