SDMVX Mutual Fund

SDMVX Mutual Fund

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Returns Overview

1 Month
-0.10%
3 Months
-0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)

SDMVX Mutual Fund Performance

SDMVX performance across multiple time periods: 1-month -0.10%.

SDMVX returns can be compared against peers and benchmarks. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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