SRINX Mutual Fund

NAV$9.02

Returns Overview

1 Month
+0.18%
3 Months
+1.40%
6 Months
+1.00%
YTD
+1.11%
1 Year
+4.13%
3 Years (annualized)
+5.43%
5 Years (annualized)
+0.66%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRINX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate Bond Index(^BBUCORPBI)
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+3.23%
vs Peers
-2.11%

SRINX Mutual Fund Performance

SRINX performance across multiple time periods: 1-month 0.18%, YTD 1.11%, 1-year 4.13%, 3-year 5.43%, 5-year 0.66%, 10-year 3.02%.

SRINX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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