SDHIX Mutual Fund

SDHIX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-0.91%
3 Months
+0.01%
6 Months
-0.17%
YTD
+1.49%
1 Year
+4.97%
3 Years (annualized)
+3.57%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHIX 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)
+1.49%
Peer Avg (YTD)
+0.23%
vs Peers
+1.26%

SDHIX Mutual Fund Performance

SDHIX performance across multiple time periods: 1-month -0.91%, YTD 1.49%, 1-year 4.97%, 3-year 3.57%, 5-year 0.62%, 10-year 2.34%.

SDHIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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