SRUAX Mutual Fund

SRUAX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
+0.24%
3 Months
+4.12%
6 Months
+7.15%
YTD
+11.06%
1 Year
+21.99%
3 Years (annualized)
+16.26%
5 Years (annualized)
+10.34%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRUAX 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

Benchmark
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+4.85%
vs Peers
+6.21%

SRUAX Mutual Fund Performance

SRUAX performance across multiple time periods: 1-month 0.24%, YTD 11.06%, 1-year 21.99%, 3-year 16.26%, 5-year 10.34%, 10-year 9.83%.

SRUAX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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