SROIX Mutual Fund

SROIX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
+1.79%
3 Months
+3.02%
6 Months
+9.09%
YTD
+12.20%
1 Year
+17.64%
3 Years (annualized)
+15.51%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+12.20%
Peer Avg (YTD)
+8.51%
vs Peers
+3.69%

SROIX Mutual Fund Performance

SROIX performance across multiple time periods: 1-month 1.79%, YTD 12.20%, 1-year 17.64%, 3-year 15.51%.

SROIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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