SRDBX Mutual Fund

SRDBX Mutual Fund

NAV$10.56
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Returns Overview

1 Month
+1.08%
3 Months
+1.37%
6 Months
+7.49%
YTD
+4.98%
1 Year
+8.71%
3 Years (annualized)
+6.71%
5 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRDBX 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 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+2.39%
vs Peers
+2.59%

SRDBX Mutual Fund Performance

SRDBX performance across multiple time periods: 1-month 1.08%, YTD 4.98%, 1-year 8.71%, 3-year 6.71%, 5-year 7.74%.

SRDBX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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