SROI ETF

$34.32
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Returns Overview

1 Month
+2.90%
3 Months
+3.28%
6 Months
+9.45%
YTD
+2.38%
1 Year
+16.41%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SROI 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
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📉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

+2.90%

3 Months Performance

+3.28%

6 Months Performance

+9.45%

1 Year Performance

+16.41%

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This ETF (YTD)
+2.38%
Peer Avg (YTD)
+0.87%
vs Peers
+1.51%

SROI ETF Performance

SROI performance across multiple time periods: 1-month 2.90%, YTD 2.38%, 1-year 16.41%.

SROI returns outperform the peer average of 0.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

SROI performance comparison shows side-by-side returns with another fund. SROI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.90%N/A
3 Months+3.28%N/A
6 Months+9.45%N/A
1 Year+16.41%N/A

All returns shown are total returns, not annualized