SRDBX Mutual Fund

SRDBX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
+2.09%
3 Months
+5.28%
6 Months
+6.64%
YTD
+9.35%
1 Year
+10.03%
3 Years (annualized)
+5.81%
5 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRDBX 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
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📉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)
+9.35%
Peer Avg (YTD)
+5.40%
vs Peers
+3.95%

SRDBX Mutual Fund Performance

SRDBX performance across multiple time periods: 1-month 2.09%, YTD 9.35%, 1-year 10.03%, 3-year 5.81%, 5-year 7.54%.

SRDBX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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