SRBRX Mutual Fund

SRBRX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-0.14%
3 Months
+0.13%
6 Months
-0.29%
YTD
+0.59%
1 Year
+3.09%
3 Years (annualized)
+4.56%
5 Years (annualized)
+1.82%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRBRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-5 year US Government/Credit Index(^BBUSGGCI)
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.12%
vs Peers
+0.47%

SRBRX Mutual Fund Performance

SRBRX performance across multiple time periods: 1-month -0.14%, YTD 0.59%, 1-year 3.09%, 3-year 4.56%, 5-year 1.82%, 10-year 2.13%.

SRBRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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