SBDAX Mutual Fund

SBDAX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-1.65%
3 Months
-0.88%
6 Months
-2.14%
YTD
-1.11%
1 Year
+2.62%
3 Years (annualized)
+2.26%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.02%

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)
-1.11%
Peer Avg (YTD)
+0.39%
vs Peers
-1.50%

SBDAX Mutual Fund Performance

SBDAX performance across multiple time periods: 1-month -1.65%, YTD -1.11%, 1-year 2.62%, 3-year 2.26%, 5-year 0.03%, 10-year 1.02%.

SBDAX returns trail the peer average of 0.39% 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.