SDMCX Mutual Fund

SDMCX Mutual Fund

NAV$8.86
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Returns Overview

1 Month
-0.04%
3 Months
+0.10%
6 Months
+0.30%
YTD
+0.59%
1 Year
+2.78%
3 Years (annualized)
+4.68%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMCX 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
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.12%
vs Peers
+0.47%

SDMCX Mutual Fund Performance

SDMCX performance across multiple time periods: 1-month -0.04%, YTD 0.59%, 1-year 2.78%, 3-year 4.68%, 5-year 1.77%, 10-year 1.84%.

SDMCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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