SRFQX Mutual Fund

SRFQX Mutual Fund

NAV$25.47
See how much of SRFQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
+0.94%
6 Months
+1.31%
YTD
+2.54%
1 Year
+8.52%
3 Years (annualized)
+5.71%
5 Years (annualized)
+2.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+3.39%
vs Peers
-0.85%

SRFQX Mutual Fund Performance

SRFQX performance across multiple time periods: 1-month -0.83%, YTD 2.54%, 1-year 8.52%, 3-year 5.71%, 5-year 2.04%.

SRFQX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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