SRIAX Mutual Fund

SRIAX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
+2.75%
3 Months
+11.46%
6 Months
+7.62%
YTD
+7.02%
1 Year
+16.82%
3 Years (annualized)
+13.08%
5 Years (annualized)
+3.05%
10 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRIAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+9.51%
vs Peers
-2.49%

SRIAX Mutual Fund Performance

SRIAX performance across multiple time periods: 1-month 2.75%, YTD 7.02%, 1-year 16.82%, 3-year 13.08%, 5-year 3.05%, 10-year 6.46%.

SRIAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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