SDMGX Mutual Fund

NAV$27.64

Returns Overview

1 Month
-2.27%
3 Months
+23.16%
6 Months
+22.26%
YTD
+19.89%
1 Year
+45.95%
3 Years (annualized)
+23.57%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.85%

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
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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+19.89%
Peer Avg (YTD)
+23.08%
vs Peers
-3.19%

SDMGX Mutual Fund Performance

SDMGX performance across multiple time periods: 1-month -2.27%, YTD 19.89%, 1-year 45.95%, 3-year 23.57%, 5-year 8.43%, 10-year 10.85%.

SDMGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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