SDCSX Mutual Fund

SDCSX Mutual Fund

NAV$6.43
See how much of SDCSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.07%
3 Months
-0.11%
6 Months
+0.50%
YTD
+0.99%
1 Year
+6.87%
3 Years (annualized)
+3.36%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDCSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.39%
vs Peers
+0.60%

SDCSX Mutual Fund Performance

SDCSX performance across multiple time periods: 1-month -2.07%, YTD 0.99%, 1-year 6.87%, 3-year 3.36%, 5-year 0.20%, 10-year 1.61%.

SDCSX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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