SRUIX Mutual Fund

NAV$17.56

Returns Overview

1 Month
-0.53%
3 Months
+12.48%
6 Months
+10.74%
YTD
+10.02%
1 Year
+23.93%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRUIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+3.78%
vs Peers
+6.24%

SRUIX Mutual Fund Performance

SRUIX performance across multiple time periods: 1-month -0.53%, YTD 10.02%, 1-year 23.93%, 3-year 14.40%, 5-year 8.87%.

SRUIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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