SRUAX Mutual Fund

NAV$17.50
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Returns Overview

1 Month
-0.53%
3 Months
+12.53%
6 Months
+10.25%
YTD
+9.60%
1 Year
+23.49%
3 Years (annualized)
+14.28%
5 Years (annualized)
+8.41%

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
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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

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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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+3.78%
vs Peers
+5.83%

SRUAX Mutual Fund Performance

SRUAX performance across multiple time periods: 1-month -0.53%, YTD 9.60%, 1-year 23.49%, 3-year 14.28%, 5-year 8.41%.

SRUAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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