SRBRX Mutual Fund

NAV$10.04

Returns Overview

1 Month
+0.15%
3 Months
+0.19%
6 Months
-0.25%
YTD
-0.25%
1 Year
+1.41%
3 Years (annualized)
+4.12%
5 Years (annualized)
+1.41%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SRBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays 1-5 year US Government/Credit Index(^BBUSGGCI)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+3.23%
vs Peers
-3.48%

SRBRX Mutual Fund Performance

SRBRX performance across multiple time periods: 1-month 0.15%, YTD -0.25%, 1-year 1.41%, 3-year 4.12%, 5-year 1.41%, 10-year 1.94%.

SRBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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