SROCX Mutual Fund

SROCX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
+1.63%
3 Months
+2.75%
6 Months
+8.50%
YTD
+11.41%
1 Year
+16.38%
3 Years (annualized)
+14.31%

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)
+11.41%
Peer Avg (YTD)
+8.51%
vs Peers
+2.90%

SROCX Mutual Fund Performance

SROCX performance across multiple time periods: 1-month 1.63%, YTD 11.41%, 1-year 16.38%, 3-year 14.31%.

SROCX returns outperform the peer average of 8.51% 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.