SDAIX Mutual Fund

SDAIX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
-0.94%
3 Months
+0.60%
6 Months
+3.69%
YTD
+5.97%
1 Year
+6.30%
3 Years (annualized)
+15.03%
5 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDAIX 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)
+5.97%
Peer Avg (YTD)
+3.99%
vs Peers
+1.98%

SDAIX Mutual Fund Performance

SDAIX performance across multiple time periods: 1-month -0.94%, YTD 5.97%, 1-year 6.30%, 3-year 15.03%, 5-year 6.58%.

SDAIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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