SRFMX Mutual Fund

SRFMX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+3.52%
3 Months
+2.63%
6 Months
+4.06%
YTD
+4.33%
1 Year
+9.60%
3 Years (annualized)
+10.98%
5 Years (annualized)
+6.73%
10 Years (annualized)
+12.63%

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)
+4.33%
Peer Avg (YTD)
+9.41%
vs Peers
-5.08%

SRFMX Mutual Fund Performance

SRFMX performance across multiple time periods: 1-month 3.52%, YTD 4.33%, 1-year 9.60%, 3-year 10.98%, 5-year 6.73%, 10-year 12.63%.

SRFMX returns trail the peer average of 9.41% 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.