SRIGX Mutual Fund

SRIGX Mutual Fund

NAV$14.49
See how much of SRIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.46%
3 Months
+4.80%
6 Months
+6.83%
YTD
+8.57%
1 Year
+17.01%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.47%
10 Years (annualized)
+7.56%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+9.41%
vs Peers
-0.84%

SRIGX Mutual Fund Performance

SRIGX performance across multiple time periods: 1-month 1.46%, YTD 8.57%, 1-year 17.01%, 3-year 12.93%, 5-year 5.47%, 10-year 7.56%.

SRIGX returns trail the peer average of 9.41% 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.