SRMCX Mutual Fund

SRMCX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
+1.63%
3 Months
+0.20%
6 Months
+0.19%
YTD
+0.54%
1 Year
+0.87%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.92%
10 Years (annualized)
+0.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRMCX 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
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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)
+0.54%
Peer Avg (YTD)
-0.87%
vs Peers
+1.40%

SRMCX Mutual Fund Performance

SRMCX performance across multiple time periods: 1-month 1.63%, YTD 0.54%, 1-year 0.87%, 3-year 2.74%, 5-year 0.92%, 10-year 0.80%.

SRMCX returns outperform the peer average of -0.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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