SRORX Mutual Fund

SRORX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
+0.47%
3 Months
+3.21%
6 Months
+8.40%
YTD
+10.30%
1 Year
+17.39%
3 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRORX 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)
+10.30%
Peer Avg (YTD)
+6.23%
vs Peers
+4.07%

SRORX Mutual Fund Performance

SRORX performance across multiple time periods: 1-month 0.47%, YTD 10.30%, 1-year 17.39%, 3-year 14.00%.

SRORX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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