SDRAX Mutual Fund

SDRAX Mutual Fund

NAV$15.65
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Returns Overview

1 Month
-0.71%
3 Months
+0.32%
6 Months
+8.96%
YTD
+5.75%
1 Year
+7.99%
3 Years (annualized)
+10.40%
5 Years (annualized)
+5.58%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.40%
vs Peers
+0.35%

SDRAX Mutual Fund Performance

SDRAX performance across multiple time periods: 1-month -0.71%, YTD 5.75%, 1-year 7.99%, 3-year 10.40%, 5-year 5.58%, 10-year 6.10%.

SDRAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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