SDMQX Mutual Fund

SDMQX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.41%
3 Months
+0.40%
6 Months
+0.69%
YTD
+1.68%
1 Year
+3.43%
3 Years (annualized)
+6.89%
5 Years (annualized)
+6.57%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMQX 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)
+1.68%
Peer Avg (YTD)
+2.15%
vs Peers
-0.48%

SDMQX Mutual Fund Performance

SDMQX performance across multiple time periods: 1-month 0.41%, YTD 1.68%, 1-year 3.43%, 3-year 6.89%, 5-year 6.57%, 10-year 4.72%.

SDMQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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