SDAAX Mutual Fund

NAV$16.97

Returns Overview

1 Month
-1.02%
3 Months
+10.56%
6 Months
+5.18%
YTD
+5.12%
1 Year
+15.61%
3 Years (annualized)
+5.01%
5 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDAAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+3.47%
vs Peers
+1.64%

SDAAX Mutual Fund Performance

SDAAX performance across multiple time periods: 1-month -1.02%, YTD 5.12%, 1-year 15.61%, 3-year 5.01%, 5-year 2.71%.

SDAAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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