SRPIX Mutual Fund

SRPIX Mutual Fund

NAV$7.33
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Returns Overview

1 Month
-3.32%
3 Months
+6.23%
6 Months
+4.60%
YTD
-4.58%
1 Year
-3.52%
3 Years (annualized)
-7.26%
5 Years (annualized)
+1.43%
10 Years (annualized)
-6.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRPIX 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

Benchmark
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
-4.58%
Peer Avg (YTD)
+1.16%
vs Peers
-5.74%

SRPIX Mutual Fund Performance

SRPIX performance across multiple time periods: 1-month -3.32%, YTD -4.58%, 1-year -3.52%, 3-year -7.26%, 5-year 1.43%, 10-year -6.83%.

SRPIX returns trail the peer average of 1.16% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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