SRHQX Mutual Fund

NAV$12.04

Returns Overview

1 Month
-0.25%
3 Months
-0.58%
6 Months
-1.07%
YTD
-1.07%
1 Year
+2.78%
3 Years (annualized)
+4.74%
5 Years (annualized)
+2.18%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRHQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Credit 1-3 Years Index(^BBCR3Y)
This Mutual Fund (YTD)
-1.07%
Peer Avg (YTD)
+3.23%
vs Peers
-4.30%

SRHQX Mutual Fund Performance

SRHQX performance across multiple time periods: 1-month -0.25%, YTD -1.07%, 1-year 2.78%, 3-year 4.74%, 5-year 2.18%, 10-year 2.16%.

SRHQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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