SRYRX Mutual Fund

SRYRX Mutual Fund

NAV$9.50
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Returns Overview

3 Months
-0.34%
6 Months
-2.54%
YTD
+1.45%
1 Year
+1.46%
3 Years (annualized)
+0.63%
5 Years (annualized)
-2.24%
10 Years (annualized)
-0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRYRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.15%
vs Peers
-0.70%

SRYRX Mutual Fund Performance

SRYRX performance across multiple time periods: YTD 1.45%, 1-year 1.46%, 3-year 0.63%, 5-year -2.24%, 10-year -0.51%.

SRYRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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