SRIDX Mutual Fund

SRIDX Mutual Fund

NAV$6.06
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Returns Overview

1 Month
-3.77%
3 Months
-1.60%
6 Months
+9.63%
YTD
+5.26%
1 Year
+9.54%
3 Years (annualized)
+14.60%
5 Years (annualized)
+5.18%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRIDX 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)
+5.26%
Peer Avg (YTD)
+9.98%
vs Peers
-4.73%

SRIDX Mutual Fund Performance

SRIDX performance across multiple time periods: 1-month -3.77%, YTD 5.26%, 1-year 9.54%, 3-year 14.60%, 5-year 5.18%, 10-year 7.77%.

SRIDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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