SDRAX

Mutual fund

$15.47 +$0.04 (+0.26%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $13.96High $16.26

Has SDRAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDRAX returned +8.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SDRAX
+8.1%
S&P 500
+16.6%
Largest decline 
SDRAX
5.3%
S&P 500
8.9%
Risk-adjusted return 
SDRAX
0.51
S&P 500
0.97
Downside risk-adjusted return 
SDRAX
0.74
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

PeriodSDRAXS&P 500
1 month +0.3% +0.6%
3 months +1.2% +3.4%
Year to date +6.1% +13.3%
1 year +8.1% +16.6%
3 years (annualized) +8.8% +23.1%

Volatility (1-year, annualized): 8.5% · Largest decline (max drawdown, since Oct 2021): 17.8%

How are your investments doing?

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