SRWAX Mutual Fund

SRWAX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
+0.26%
3 Months
+2.61%
6 Months
+6.45%
YTD
+8.84%
1 Year
+17.99%
3 Years (annualized)
+12.95%
5 Years (annualized)
+6.26%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRWAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+5.54%
vs Peers
+3.30%

SRWAX Mutual Fund Performance

SRWAX performance across multiple time periods: 1-month 0.26%, YTD 8.84%, 1-year 17.99%, 3-year 12.95%, 5-year 6.26%, 10-year 7.37%.

SRWAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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