SROCX Mutual Fund

SROCX Mutual Fund

NAV$15.02
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Returns Overview

1 Month
+0.34%
3 Months
+2.87%
6 Months
+7.77%
YTD
+9.62%
1 Year
+16.17%
3 Years (annualized)
+12.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SROCX 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

This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+6.23%
vs Peers
+3.39%

SROCX Mutual Fund Performance

SROCX performance across multiple time periods: 1-month 0.34%, YTD 9.62%, 1-year 16.17%, 3-year 12.86%.

SROCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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