SRTMX Mutual Fund

NAV$10.58

Returns Overview

1 Month
+0.53%
3 Months
+1.57%
6 Months
+1.03%
YTD
+0.93%
1 Year
+4.15%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRTMX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+1.79%
vs Peers
-0.85%

SRTMX Mutual Fund Performance

SRTMX performance across multiple time periods: 1-month 0.53%, YTD 0.93%, 1-year 4.15%, 3-year 2.76%, 5-year 0.71%, 10-year 1.89%.

SRTMX returns trail the peer average of 1.79% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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