SRMAX Mutual Fund

SRMAX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
-0.37%
3 Months
+0.19%
6 Months
+0.15%
YTD
+0.79%
1 Year
+2.28%
3 Years (annualized)
+3.13%
5 Years (annualized)
+1.48%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRMAX 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
Bloomberg 3-Year (2-4 Municipal Bond) Index
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.23%
vs Peers
+0.55%

SRMAX Mutual Fund Performance

SRMAX performance across multiple time periods: 1-month -0.37%, YTD 0.79%, 1-year 2.28%, 3-year 3.13%, 5-year 1.48%, 10-year 1.49%.

SRMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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