SDRIX Mutual Fund

SDRIX Mutual Fund

NAV$15.88
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Returns Overview

1 Month
-0.70%
3 Months
+0.45%
6 Months
+9.12%
YTD
+6.02%
1 Year
+8.30%
3 Years (annualized)
+10.71%
5 Years (annualized)
+5.84%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDRIX 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)
+6.02%
Peer Avg (YTD)
+5.40%
vs Peers
+0.62%

SDRIX Mutual Fund Performance

SDRIX performance across multiple time periods: 1-month -0.70%, YTD 6.02%, 1-year 8.30%, 3-year 10.71%, 5-year 5.84%, 10-year 6.37%.

SDRIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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