SRSNX Mutual Fund

SRSNX Mutual Fund

NAV$30.36
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Returns Overview

1 Month
+0.18%
3 Months
+6.99%
6 Months
+5.51%
YTD
+5.04%
1 Year
+12.38%
3 Years (annualized)
+7.01%

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
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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

This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+6.73%
vs Peers
-1.69%

SRSNX Mutual Fund Performance

SRSNX performance across multiple time periods: 1-month 0.18%, YTD 5.04%, 1-year 12.38%, 3-year 7.01%.

SRSNX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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