SROIX Mutual Fund

NAV$15.56

Returns Overview

1 Month
+0.80%
3 Months
+13.43%
6 Months
+10.35%
YTD
+9.79%
1 Year
+18.25%
3 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SROIX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+8.97%
vs Peers
+0.82%

SROIX Mutual Fund Performance

SROIX performance across multiple time periods: 1-month 0.80%, YTD 9.79%, 1-year 18.25%, 3-year 14.48%.

SROIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

SROIX performance comparison shows side-by-side returns with another fund. SROIX alternatives are available in the Mutual Fund Screener.