SRHMX Mutual Fund

SRHMX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-1.72%
3 Months
+0.52%
6 Months
+1.70%
YTD
+2.55%
1 Year
+8.71%
3 Years (annualized)
+5.61%
5 Years (annualized)
+0.21%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRHMX 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)
+2.55%
Peer Avg (YTD)
+0.23%
vs Peers
+2.32%

SRHMX Mutual Fund Performance

SRHMX performance across multiple time periods: 1-month -1.72%, YTD 2.55%, 1-year 8.71%, 3-year 5.61%, 5-year 0.21%, 10-year 2.45%.

SRHMX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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