SRPSX Mutual Fund

NAV$5.88

Returns Overview

1 Month
-1.31%
3 Months
-8.36%
6 Months
-10.80%
YTD
-10.80%
1 Year
-9.60%
3 Years (annualized)
-7.15%
5 Years (annualized)
-3.54%
10 Years (annualized)
-8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRPSX 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)
-10.80%
Peer Avg (YTD)
+12.13%
vs Peers
-22.93%

SRPSX Mutual Fund Performance

SRPSX performance across multiple time periods: 1-month -1.31%, YTD -10.80%, 1-year -9.60%, 3-year -7.15%, 5-year -3.54%, 10-year -8.28%.

SRPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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