SRHDX Mutual Fund

SRHDX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
+1.39%
3 Months
+3.96%
6 Months
+4.35%
YTD
+4.35%
1 Year
+9.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRHDX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+1.79%
vs Peers
+2.56%

SRHDX Mutual Fund Performance

SRHDX performance across multiple time periods: 1-month 1.39%, YTD 4.35%, 1-year 9.46%.

SRHDX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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