SDMGX Mutual Fund

SDMGX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
+1.15%
3 Months
-3.23%
6 Months
+9.61%
YTD
+21.06%
1 Year
+38.33%
3 Years (annualized)
+24.02%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMGX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.06%
Peer Avg (YTD)
+20.14%
vs Peers
+0.92%

SDMGX Mutual Fund Performance

SDMGX performance across multiple time periods: 1-month 1.15%, YTD 21.06%, 1-year 38.33%, 3-year 24.02%, 5-year 9.19%, 10-year 10.15%.

SDMGX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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