Nasdaq - Delayed Quote
USD
Stone Ridge Diversified Alternatives I (SRDAX)
10.91
-0.02
(-0.18%)
At close: November 2 at 6:48:52 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.94% |
|---|---|
| 5y Average Return | 8.27% |
| Number of Years Up | 5 |
| Number of Years Down | -- |
| Best 1Y Total Return (Oct 29, 2026) | 19.53% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 19.53% |
| Worst 3Y Total Return | 9.16% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SRDAX
Category
- YTD
- 9.83%
- 5.60%
- 1-Month
- 2.07%
- 0.13%
- 3-Month
- 5.34%
- 2.72%
- 1-Year
- 10.35%
- 12.76%
- 3-Year
- 6.75%
- 4.12%
- 5-Year
- 8.34%
- 3.42%
- 10-Year
- 0.00%
- 2.54%
- Last Bull Market
- 6.36%
- 4.37%
- Last Bear Market
- -1.45%
- -8.39%
Annual Total Return (%) History
Year
SRDAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
2.84% | 1.38% | 5.34% | -- |
|
2025
|
0.56% | -5.03% | 4.61% | 0.47% |
|
2024
|
0.47% | -0.56% | 5.64% | 2.74% |
|
2023
|
5.76% | 3.60% | 7.21% | 1.76% |
|
2022
|
-0.39% | -1.45% | -2.46% | 6.55% |
|
2021
|
2.54% | 1.53% | 3.76% | 2.40% |
|
2020
|
-0.78% | 3.69% | -- | -- |
Rank in Category (By Total Return)
| YTD | 28 |
| 1-Month | 23 |
|---|---|
| 3-Month | 20 |
| 1-Year | 35 |
| 3-Year | 64 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | 10.35% |
| 3-Year | 6.75% |
|---|---|
| 5-Year | 8.34% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.94% |
| 5y Average Return | 8.27% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -0.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Multistrategy |
| Fund Family | STONE RIDGE |
| Net Assets | 2.65B |
| YTD Return | 9.83% |
| Yield | 7.77% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2020 |
Fund Summary
The fund seeks to generate total returns from diverse investment strategies that the advisor believes have the potential for attractive returns and are diversifying from stocks and bonds. These strategies include Reinsurance, Market Risk Transfer, Style Premium Investing, Alternative Lending, Single Family Real Estate and Bitcoin. Each of the strategies is known as a risk premium strategy — a type of strategy that seeks to earn returns by being compensated for bearing risk.
