SDLAX Mutual Fund

NAV$21.52

Returns Overview

1 Month
-1.24%
3 Months
+14.68%
6 Months
+8.68%
YTD
+8.34%
1 Year
+21.19%
3 Years (annualized)
+16.92%
5 Years (annualized)
+11.34%
10 Years (annualized)
+14.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+9.51%
vs Peers
-1.17%

SDLAX Mutual Fund Performance

SDLAX performance across multiple time periods: 1-month -1.24%, YTD 8.34%, 1-year 21.19%, 3-year 16.92%, 5-year 11.34%, 10-year 14.17%.

SDLAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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