SRWAX Mutual Fund

SRWAX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
+1.82%
3 Months
+1.48%
6 Months
+4.20%
YTD
+10.85%
1 Year
+16.48%
3 Years (annualized)
+9.61%
5 Years (annualized)
-0.65%
10 Years (annualized)
+2.33%

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)
+10.85%
Peer Avg (YTD)
+6.28%
vs Peers
+4.57%

SRWAX Mutual Fund Performance

SRWAX performance across multiple time periods: 1-month 1.82%, YTD 10.85%, 1-year 16.48%, 3-year 9.61%, 5-year -0.65%, 10-year 2.33%.

SRWAX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.24%, 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.