SRIGX Mutual Fund

SRIGX Mutual Fund

NAV$5.88
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Returns Overview

1 Month
-0.03%
3 Months
-3.09%
6 Months
+1.56%
YTD
+5.23%
1 Year
+9.71%
3 Years (annualized)
+16.60%
5 Years (annualized)
+4.95%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRIGX 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)
+5.23%
Peer Avg (YTD)
+9.28%
vs Peers
-4.04%

SRIGX Mutual Fund Performance

SRIGX performance across multiple time periods: 1-month -0.03%, YTD 5.23%, 1-year 9.71%, 3-year 16.60%, 5-year 4.95%, 10-year 7.85%.

SRIGX 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.

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