SRICX Mutual Fund

SRICX Mutual Fund

NAV$5.03
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Returns Overview

1 Month
-0.08%
3 Months
-3.14%
6 Months
+1.57%
YTD
+5.19%
1 Year
+9.67%
3 Years (annualized)
+16.58%
5 Years (annualized)
+4.94%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRICX 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)
+5.19%
Peer Avg (YTD)
+9.28%
vs Peers
-4.09%

SRICX Mutual Fund Performance

SRICX performance across multiple time periods: 1-month -0.08%, YTD 5.19%, 1-year 9.67%, 3-year 16.58%, 5-year 4.94%, 10-year 7.59%.

SRICX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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