SDHFX Mutual Fund

SDHFX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
+0.35%
3 Months
+0.13%
6 Months
-0.27%
YTD
+1.78%
1 Year
+4.40%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHFX 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)
+1.78%
Peer Avg (YTD)
+0.15%
vs Peers
+1.63%

SDHFX Mutual Fund Performance

SDHFX performance across multiple time periods: 1-month 0.35%, YTD 1.78%, 1-year 4.40%, 3-year 3.74%, 5-year 0.64%, 10-year 1.19%.

SDHFX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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