SDRCX Mutual Fund

NAV$14.07

Returns Overview

1 Month
-0.56%
3 Months
+8.37%
6 Months
+5.17%
YTD
+5.01%
1 Year
+12.64%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.79%
10 Years (annualized)
+5.87%

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
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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)
+5.01%
Peer Avg (YTD)
+3.47%
vs Peers
+1.54%

SDRCX Mutual Fund Performance

SDRCX performance across multiple time periods: 1-month -0.56%, YTD 5.01%, 1-year 12.64%, 3-year 12.08%, 5-year 6.79%, 10-year 5.87%.

SDRCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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