SRFQX Mutual Fund

NAV$25.54

Returns Overview

1 Month
-0.21%
3 Months
+5.33%
6 Months
+3.65%
YTD
+3.39%
1 Year
+9.62%
3 Years (annualized)
+6.64%
5 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRFQX 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)
+3.39%
Peer Avg (YTD)
+4.14%
vs Peers
-0.75%

SRFQX Mutual Fund Performance

SRFQX performance across multiple time periods: 1-month -0.21%, YTD 3.39%, 1-year 9.62%, 3-year 6.64%, 5-year 2.33%.

SRFQX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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