SLDBX Mutual Fund

SLDBX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
+0.53%
3 Months
+0.07%
6 Months
+0.50%
YTD
+1.14%
1 Year
+1.93%
3 Years (annualized)
+4.77%
5 Years (annualized)
+2.60%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLDBX 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
ICE Bank of America Merrill Lynch 1-3 Year US Treasury Index Total Return USD(^G1O2TR)
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+1.93%
vs Peers
-0.79%

SLDBX Mutual Fund Performance

SLDBX performance across multiple time periods: 1-month 0.53%, YTD 1.14%, 1-year 1.93%, 3-year 4.77%, 5-year 2.60%, 10-year 2.37%.

SLDBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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