SRPIX Mutual Fund

SRPIX Mutual Fund

NAV$7.78
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Returns Overview

1 Month
+2.41%
3 Months
-0.41%
6 Months
-0.55%
YTD
-8.02%
1 Year
-3.77%
3 Years (annualized)
-4.94%
5 Years (annualized)
+0.33%
10 Years (annualized)
-6.64%

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)
-8.02%
Peer Avg (YTD)
+6.77%
vs Peers
-14.78%

SRPIX Mutual Fund Performance

SRPIX performance across multiple time periods: 1-month 2.41%, YTD -8.02%, 1-year -3.77%, 3-year -4.94%, 5-year 0.33%, 10-year -6.64%.

SRPIX returns trail the peer average of 6.77% 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.