SDRCX Mutual Fund

SDRCX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-0.77%
3 Months
+0.21%
6 Months
+8.60%
YTD
+5.24%
1 Year
+7.25%
3 Years (annualized)
+11.82%
5 Years (annualized)
+6.07%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRCX 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)
+5.24%
Peer Avg (YTD)
+5.41%
vs Peers
-0.18%

SDRCX Mutual Fund Performance

SDRCX performance across multiple time periods: 1-month -0.77%, YTD 5.24%, 1-year 7.25%, 3-year 11.82%, 5-year 6.07%, 10-year 5.95%.

SDRCX returns trail the peer average of 5.41% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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