SRDAX Mutual Fund

SRDAX Mutual Fund

NAV$10.95
See how much of SRDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.07%
3 Months
+5.34%
6 Months
+6.80%
YTD
+9.61%
1 Year
+10.35%
3 Years (annualized)
+6.14%
5 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRDAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+5.40%
vs Peers
+4.21%

SRDAX Mutual Fund Performance

SRDAX performance across multiple time periods: 1-month 2.07%, YTD 9.61%, 1-year 10.35%, 3-year 6.14%, 5-year 7.87%.

SRDAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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