SRPIX Mutual Fund

NAV$7.07

Returns Overview

1 Month
-0.83%
3 Months
-7.46%
6 Months
-8.40%
YTD
-8.40%
1 Year
-5.38%
3 Years (annualized)
-4.15%
5 Years (annualized)
-1.24%
10 Years (annualized)
-6.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Real Estate Select Sector Index
This Mutual Fund (YTD)
-8.40%
Peer Avg (YTD)
+12.13%
vs Peers
-20.53%

SRPIX Mutual Fund Performance

SRPIX performance across multiple time periods: 1-month -0.83%, YTD -8.40%, 1-year -5.38%, 3-year -4.15%, 5-year -1.24%, 10-year -6.74%.

SRPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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