SDAIX Mutual Fund

NAV$17.30

Returns Overview

1 Month
-0.95%
3 Months
+10.70%
6 Months
+5.41%
YTD
+5.28%
1 Year
+15.99%
3 Years (annualized)
+5.35%
5 Years (annualized)
+3.03%

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
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)
+5.28%
Peer Avg (YTD)
+3.47%
vs Peers
+1.80%

SDAIX Mutual Fund Performance

SDAIX performance across multiple time periods: 1-month -0.95%, YTD 5.28%, 1-year 15.99%, 3-year 5.35%, 5-year 3.03%.

SDAIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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