SDRCX

Mutual fund

$14.28 +$0.03 (+0.21%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.94High $15.22

Has SDRCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDRCX returned +7.3%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SDRCX
+7.3%
S&P 500
+16.6%
Largest decline 
SDRCX
5.5%
S&P 500
8.9%
Risk-adjusted return 
SDRCX
0.42
S&P 500
0.97
Downside risk-adjusted return 
SDRCX
0.60
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

PeriodSDRCXS&P 500
1 month +0.2% +0.6%
3 months +1.0% +3.4%
Year to date +5.5% +13.3%
1 year +7.3% +16.6%
3 years (annualized) +7.9% +23.1%

Volatility (1-year, annualized): 8.5% · Largest decline (max drawdown, since Oct 2021): 18.3%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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