SBDAX Mutual Fund

SBDAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.21%
3 Months
-0.96%
6 Months
-2.92%
YTD
-0.90%
1 Year
+1.87%
3 Years (annualized)
+2.59%
5 Years (annualized)
-0.01%
10 Years (annualized)
+0.97%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
+0.17%
vs Peers
-1.08%

SBDAX Mutual Fund Performance

SBDAX performance across multiple time periods: 1-month 0.21%, YTD -0.90%, 1-year 1.87%, 3-year 2.59%, 5-year -0.01%, 10-year 0.97%.

SBDAX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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