SRBRX Mutual Fund

SRBRX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+0.71%
3 Months
-0.08%
6 Months
-0.27%
YTD
-0.47%
1 Year
-0.03%
3 Years (annualized)
+3.44%
5 Years (annualized)
+1.02%
10 Years (annualized)
+1.57%

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)
-0.47%
Peer Avg (YTD)
+1.93%
vs Peers
-2.40%

SRBRX Mutual Fund Performance

SRBRX performance across multiple time periods: 1-month 0.71%, YTD -0.47%, 1-year -0.03%, 3-year 3.44%, 5-year 1.02%, 10-year 1.57%.

SRBRX returns trail the peer average of 1.93% 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.