SUBDX Mutual Fund

SUBDX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
+0.16%
3 Months
-0.30%
6 Months
-1.14%
YTD
+0.59%
1 Year
+2.77%
3 Years (annualized)
+5.84%
5 Years (annualized)
+3.04%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUBDX 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)
+0.59%
Peer Avg (YTD)
+2.15%
vs Peers
-1.56%

SUBDX Mutual Fund Performance

SUBDX performance across multiple time periods: 1-month 0.16%, YTD 0.59%, 1-year 2.77%, 3-year 5.84%, 5-year 3.04%, 10-year 3.48%.

SUBDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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