SDAAX Mutual Fund

SDAAX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
+0.06%
3 Months
+3.01%
6 Months
+4.31%
YTD
+5.18%
1 Year
+14.08%
3 Years (annualized)
+13.11%
5 Years (annualized)
+7.20%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+2.39%
vs Peers
+2.79%

SDAAX Mutual Fund Performance

SDAAX performance across multiple time periods: 1-month 0.06%, YTD 5.18%, 1-year 14.08%, 3-year 13.11%, 5-year 7.20%.

SDAAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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