SRYRX Mutual Fund

NAV$9.60

Returns Overview

1 Month
-0.40%
3 Months
+0.57%
6 Months
+1.39%
YTD
+1.29%
1 Year
+3.12%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.71%
10 Years (annualized)
+2.64%

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

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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
Bloomberg 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+3.23%
vs Peers
-1.94%

SRYRX Mutual Fund Performance

SRYRX performance across multiple time periods: 1-month -0.40%, YTD 1.29%, 1-year 3.12%, 3-year 4.85%, 5-year 2.71%, 10-year 2.64%.

SRYRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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