SRTMX Mutual Fund

SRTMX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-1.45%
3 Months
-0.70%
6 Months
-1.49%
YTD
-0.54%
1 Year
+2.59%
3 Years (annualized)
+2.19%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.74%

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
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📉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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+0.23%
vs Peers
-0.77%

SRTMX Mutual Fund Performance

SRTMX performance across multiple time periods: 1-month -1.45%, YTD -0.54%, 1-year 2.59%, 3-year 2.19%, 5-year 0.27%, 10-year 1.74%.

SRTMX returns trail the peer average of 0.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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