Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRIJX | 0.29% | 5.40% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIJX | 11/27/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 5.40 | NA | NA | NA | NA | NA | … | … | 0.29 | 7.35 | -0.91 |
| Sharpe Ratio | NA | 0.62 | NA | NA | NA | NA | NA | … | … | -0.41 | 0.98 | -2.51 |
| Standard Deviation(%) | NA | 4.04 | NA | NA | NA | NA | NA | … | … | 4.45 | 4.57 | 5.25 |
| Draw Down(%) | NA | 3.00 | NA | NA | NA | NA | NA | … | … | 3.00 | 3.11 | 2.70 |
| Yield(%) | 0.00 | 4.68 | 2.40 | 1.44 | 0.72 | 0.48 | 0.36 | … | … | 1.90 | 4.65 | 0.73 |
Data as of 06/09/2026, Common starting date is 11/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIJX (SRIJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIJX (SRIJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart