SRINX Mutual Fund

SRINX Mutual Fund

NAV$8.75
See how much of SRINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.92%
3 Months
-0.34%
6 Months
-1.14%
YTD
-0.82%
1 Year
-0.60%
3 Years (annualized)
+6.44%
5 Years (annualized)
+0.28%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRINX 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 Barclays US Corporate Bond Index(^BBUCORPBI)
This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+0.72%
vs Peers
-1.54%

SRINX Mutual Fund Performance

SRINX performance across multiple time periods: 1-month 1.92%, YTD -0.82%, 1-year -0.60%, 3-year 6.44%, 5-year 0.28%, 10-year 2.64%.

SRINX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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