SROAX Mutual Fund

SROAX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-1.46%
3 Months
-0.56%
6 Months
+2.51%
YTD
+9.49%
1 Year
+9.75%
3 Years (annualized)
+17.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SROAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+5.14%
vs Peers
+4.35%

SROAX Mutual Fund Performance

SROAX performance across multiple time periods: 1-month -1.46%, YTD 9.49%, 1-year 9.75%, 3-year 17.36%.

SROAX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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