SDRCX Mutual Fund

SDRCX Mutual Fund

NAV$14.08
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Returns Overview

1 Month
-0.77%
3 Months
+0.28%
6 Months
+2.61%
YTD
+4.42%
1 Year
+4.31%
3 Years (annualized)
+10.26%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+3.99%
vs Peers
+0.44%

SDRCX Mutual Fund Performance

SDRCX performance across multiple time periods: 1-month -0.77%, YTD 4.42%, 1-year 4.31%, 3-year 10.26%, 5-year 4.25%, 10-year 5.24%.

SDRCX returns outperform the peer average of 3.99% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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