SRHQX Mutual Fund

SRHQX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
+0.23%
3 Months
+0.41%
6 Months
+0.47%
YTD
+0.80%
1 Year
+2.13%
3 Years (annualized)
+4.51%
5 Years (annualized)
+2.20%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRHQX 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 Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+2.15%
vs Peers
-1.35%

SRHQX Mutual Fund Performance

SRHQX performance across multiple time periods: 1-month 0.23%, YTD 0.80%, 1-year 2.13%, 3-year 4.51%, 5-year 2.20%, 10-year 2.15%.

SRHQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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