Even with an average pillar rating, SRN Advisors has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 100%, meaning that 100% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. SRN Advisors has accumulated an excellent risk-adjusted track record across its open-end and exchange-traded funds, with an average five-year Morningstar Rating of 4.5 stars. Despite other redeeming qualities as a firm, SRN Advisors has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.