SRMSX Mutual Fund

SRMSX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-0.25%
3 Months
+0.24%
6 Months
+0.25%
YTD
+0.90%
1 Year
+2.49%
3 Years (annualized)
+3.37%
5 Years (annualized)
+1.66%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRMSX 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)
+0.90%
Peer Avg (YTD)
+0.23%
vs Peers
+0.67%

SRMSX Mutual Fund Performance

SRMSX performance across multiple time periods: 1-month -0.25%, YTD 0.90%, 1-year 2.49%, 3-year 3.37%, 5-year 1.66%, 10-year 1.65%.

SRMSX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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