SBDAX Mutual Fund

NAV$10.21

Returns Overview

1 Month
+0.47%
3 Months
+1.45%
6 Months
+0.53%
YTD
+0.53%
1 Year
+4.81%
3 Years (annualized)
+2.87%
5 Years (annualized)
+0.38%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBDAX 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
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+1.98%
vs Peers
-1.44%

SBDAX Mutual Fund Performance

SBDAX performance across multiple time periods: 1-month 0.47%, YTD 0.53%, 1-year 4.81%, 3-year 2.87%, 5-year 0.38%, 10-year 1.13%.

SBDAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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