SDHAX Mutual Fund

SDHAX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
+0.34%
3 Months
+0.10%
6 Months
-0.32%
YTD
+1.71%
1 Year
+4.30%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.50%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 1-8 Year Index
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+0.15%
vs Peers
+1.56%

SDHAX Mutual Fund Performance

SDHAX performance across multiple time periods: 1-month 0.34%, YTD 1.71%, 1-year 4.30%, 3-year 3.65%, 5-year 0.50%, 10-year 0.79%.

SDHAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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