SBDAX

Mutual fund

$9.92 -$0.01 (-0.10%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.69High $10.59

Has SBDAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBDAX returned -2.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBDAX
-2.3%
S&P 500
+16.6%
Largest decline 
SBDAX
7.4%
S&P 500
8.9%
Risk-adjusted return 
SBDAX
-1.94
S&P 500
0.97
Downside risk-adjusted return 
SBDAX
-2.45
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBDAXS&P 500
1 month -0.2% +0.6%
3 months -2.7% +3.4%
Year to date -3.0% +13.3%
1 year -2.3% +16.6%
3 years (annualized) +3.1% +23.1%

Volatility (1-year, annualized): 3.1% · Largest decline (max drawdown, since Oct 2021): 11.1%

How are your investments doing?

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