SRSNX Mutual Fund

SRSNX Mutual Fund

NAV$29.10
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Returns Overview

1 Month
-0.51%
3 Months
-1.67%
6 Months
-0.33%
YTD
+2.01%
1 Year
+3.06%
3 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRSNX 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)
+2.01%
Peer Avg (YTD)
+6.22%
vs Peers
-4.21%

SRSNX Mutual Fund Performance

SRSNX performance across multiple time periods: 1-month -0.51%, YTD 2.01%, 1-year 3.06%, 3-year 7.93%.

SRSNX returns trail the peer average of 6.22% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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