SDCSX Mutual Fund

SDCSX Mutual Fund

NAV$6.18
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Returns Overview

1 Month
-0.77%
3 Months
-1.46%
6 Months
-1.90%
YTD
+0.21%
1 Year
+5.10%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.49%

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
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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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.17%
vs Peers
+0.04%

SDCSX Mutual Fund Performance

SDCSX performance across multiple time periods: 1-month -0.77%, YTD 0.21%, 1-year 5.10%, 3-year 3.59%, 5-year 0.16%, 10-year 1.49%.

SDCSX returns outperform the peer average of 0.17% 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.