SDLAX Mutual Fund

SDLAX Mutual Fund

NAV$21.79
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Returns Overview

1 Month
+2.83%
3 Months
+2.00%
6 Months
+11.42%
YTD
+11.89%
1 Year
+18.89%
3 Years (annualized)
+17.52%
5 Years (annualized)
+10.86%
10 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDLAX 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
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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 Total Return
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+11.21%
vs Peers
+0.67%

SDLAX Mutual Fund Performance

SDLAX performance across multiple time periods: 1-month 2.83%, YTD 11.89%, 1-year 18.89%, 3-year 17.52%, 5-year 10.86%, 10-year 14.13%.

SDLAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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