SRBFX Mutual Fund

SRBFX Mutual Fund

NAV$29.48
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Returns Overview

1 Month
-1.65%
3 Months
-0.88%
6 Months
-0.55%
YTD
-0.36%
1 Year
+3.09%
3 Years (annualized)
+5.10%
5 Years (annualized)
-0.50%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRBFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
+0.12%
vs Peers
-0.48%

SRBFX Mutual Fund Performance

SRBFX performance across multiple time periods: 1-month -1.65%, YTD -0.36%, 1-year 3.09%, 3-year 5.10%, 5-year -0.50%, 10-year 2.18%.

SRBFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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