SRMCX Mutual Fund

SRMCX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-0.33%
3 Months
-0.00%
6 Months
-0.23%
YTD
+0.34%
1 Year
+1.49%
3 Years (annualized)
+2.40%
5 Years (annualized)
+0.72%
10 Years (annualized)
+0.72%

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)
+0.34%
Peer Avg (YTD)
+0.23%
vs Peers
+0.11%

SRMCX Mutual Fund Performance

SRMCX performance across multiple time periods: 1-month -0.33%, YTD 0.34%, 1-year 1.49%, 3-year 2.40%, 5-year 0.72%, 10-year 0.72%.

SRMCX returns outperform the peer average of 0.23% 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.