SDIVX Mutual Fund

SDIVX Mutual Fund

NAV$19.03
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Returns Overview

3 Years (annualized)
+6.11%
5 Years (annualized)
+5.67%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDIVX 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
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📉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
S&P 500 Index(SPX)

SDIVX Mutual Fund Performance

SDIVX performance across multiple time periods: 3-year 6.11%, 5-year 5.67%, 10-year 8.31%.

SDIVX returns can be compared against peers and benchmarks. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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