SRHMX Mutual Fund

SRHMX Mutual Fund

NAV$8.83
See how much of SRHMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.57%
3 Months
-2.12%
6 Months
-1.61%
YTD
+0.38%
1 Year
+0.78%
3 Years (annualized)
+7.88%
5 Years (annualized)
+0.14%
10 Years (annualized)
+2.02%

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
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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
-0.87%
vs Peers
+1.24%

SRHMX Mutual Fund Performance

SRHMX performance across multiple time periods: 1-month 2.57%, YTD 0.38%, 1-year 0.78%, 3-year 7.88%, 5-year 0.14%, 10-year 2.02%.

SRHMX returns outperform the peer average of -0.87% 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.