SDHCX Mutual Fund

SDHCX Mutual Fund

NAV$13.66
See how much of SDHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
-0.07%
6 Months
-0.60%
YTD
+0.38%
1 Year
+3.61%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.02%
10 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHCX 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 Municipal Bond 1-8 Year Index
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+0.15%
vs Peers
+0.23%

SDHCX Mutual Fund Performance

SDHCX performance across multiple time periods: 1-month 0.28%, YTD 0.38%, 1-year 3.61%, 3-year 3.10%, 5-year -0.02%, 10-year 0.68%.

SDHCX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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