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Sarofim Equity (SRFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.83+0.02 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.77%
5-year average return14.35%
Number of years up6
Number of years down3
Best 1-yr total return (23 May 2024)35.56%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return35.56%
Worst 3-yr total return7.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSRFMXCategory
YTD2.94%5.31%
1-month-3.57%-4.19%
3-month1.22%3.90%
1-year13.74%20.31%
3-year5.25%6.48%
5-year12.42%11.78%
10-year10.83%10.96%
Last bull market18.91%25.56%
Last bear market-14.90%-15.11%

Annual total return (%) history

Year
SRFMXCategory
2024
N/AN/A
2023
21.40%22.32%
2022
-19.04%-16.96%
2021
27.61%26.07%
2020
24.32%15.83%
2019
35.56%28.78%
2018
-6.83%-6.27%
2017
25.82%20.44%
2016
7.56%10.37%
2015
-3.43%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.75%N/AN/AN/A
20236.30%7.09%-3.28%10.26%
2022-8.24%-14.90%-6.61%11.02%
20213.88%10.56%-0.15%11.27%
2020-16.66%21.98%10.14%11.03%
201914.70%5.52%2.28%9.52%
2018-1.98%3.29%5.06%-12.41%
20177.54%4.67%4.30%7.15%
20161.45%1.99%2.09%1.82%
2015-0.65%-0.28%-7.37%5.24%
20146.62%-0.21%1.98%N/A

Rank in category (by total return)

YTD84
1-month16
3-month91
1-year85
3-year78
5-year45

Load adjusted returns

1-year13.74%
3-year5.25%
5-year12.42%
10-year10.83%