SDACX Mutual Fund

SDACX Mutual Fund

NAV$15.87
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Returns Overview

3 Months
+2.84%
6 Months
+3.94%
YTD
+4.71%
1 Year
+13.26%
3 Years (annualized)
+13.05%
5 Years (annualized)
+6.83%

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
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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)
+4.71%
Peer Avg (YTD)
+2.39%
vs Peers
+2.33%

SDACX Mutual Fund Performance

SDACX performance across multiple time periods: YTD 4.71%, 1-year 13.26%, 3-year 13.05%, 5-year 6.83%.

SDACX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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