SDACX Mutual Fund

NAV$15.95

Returns Overview

1 Month
-1.08%
3 Months
+10.36%
6 Months
+4.86%
YTD
+4.71%
1 Year
+14.76%
3 Years (annualized)
+13.52%
5 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDACX 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)
+4.71%
Peer Avg (YTD)
+3.47%
vs Peers
+1.24%

SDACX Mutual Fund Performance

SDACX performance across multiple time periods: 1-month -1.08%, YTD 4.71%, 1-year 14.76%, 3-year 13.52%, 5-year 7.32%.

SDACX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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