SDRIX Mutual Fund

NAV$15.93

Returns Overview

1 Month
-0.45%
3 Months
+8.63%
6 Months
+5.69%
YTD
+5.54%
1 Year
+13.79%
3 Years (annualized)
+6.88%
5 Years (annualized)
+4.17%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+3.47%
vs Peers
+2.07%

SDRIX Mutual Fund Performance

SDRIX performance across multiple time periods: 1-month -0.45%, YTD 5.54%, 1-year 13.79%, 3-year 6.88%, 5-year 4.17%, 10-year 5.08%.

SDRIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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