SDMGX Mutual Fund

SDMGX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-9.54%
3 Months
-9.73%
6 Months
-4.34%
YTD
+5.94%
1 Year
+8.88%
3 Years (annualized)
+23.03%
5 Years (annualized)
+7.43%
10 Years (annualized)
+8.94%

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)
+5.94%
Peer Avg (YTD)
+9.82%
vs Peers
-3.88%

SDMGX Mutual Fund Performance

SDMGX performance across multiple time periods: 1-month -9.54%, YTD 5.94%, 1-year 8.88%, 3-year 23.03%, 5-year 7.43%, 10-year 8.94%.

SDMGX returns trail the peer average of 9.82% 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.