SBDAX Mutual Fund

SBDAX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-3.73%
3 Months
-5.12%
6 Months
-3.73%
YTD
-4.59%
1 Year
-3.31%
3 Years (annualized)
+2.59%
5 Years (annualized)
-0.01%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBDAX 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
Bloomberg California Intermediate Municipal Bond Index(^BBCIMBI)
This Mutual Fund (YTD)
-4.59%
Peer Avg (YTD)
-3.88%
vs Peers
-0.71%

SBDAX Mutual Fund Performance

SBDAX performance across multiple time periods: 1-month -3.73%, YTD -4.59%, 1-year -3.31%, 3-year 2.59%, 5-year -0.01%, 10-year 0.97%.

SBDAX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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