SDRAX Mutual Fund

NAV$15.21

Returns Overview

1 Month
-0.45%
3 Months
+8.61%
6 Months
+5.56%
YTD
+5.41%
1 Year
+13.52%
3 Years (annualized)
+8.60%
5 Years (annualized)
+5.10%
10 Years (annualized)
+5.42%

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+3.47%
vs Peers
+1.94%

SDRAX Mutual Fund Performance

SDRAX performance across multiple time periods: 1-month -0.45%, YTD 5.41%, 1-year 13.52%, 3-year 8.60%, 5-year 5.10%, 10-year 5.42%.

SDRAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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