SDRAX Mutual Fund

SDRAX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-0.78%
3 Months
+2.55%
6 Months
+3.88%
YTD
+4.59%
1 Year
+11.59%
3 Years (annualized)
+10.07%
5 Years (annualized)
+5.76%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+2.39%
vs Peers
+2.20%

SDRAX Mutual Fund Performance

SDRAX performance across multiple time periods: 1-month -0.78%, YTD 4.59%, 1-year 11.59%, 3-year 10.07%, 5-year 5.76%, 10-year 5.25%.

SDRAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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