SRWAX Mutual Fund

NAV$15.04

Returns Overview

1 Month
-0.13%
3 Months
+8.55%
6 Months
+9.02%
YTD
+8.55%
1 Year
+18.14%
3 Years (annualized)
+14.29%
5 Years (annualized)
+6.74%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRWAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+5.87%
vs Peers
+2.69%

SRWAX Mutual Fund Performance

SRWAX performance across multiple time periods: 1-month -0.13%, YTD 8.55%, 1-year 18.14%, 3-year 14.29%, 5-year 6.74%, 10-year 7.77%.

SRWAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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