SDMZX Mutual Fund

SDMZX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-1.29%
3 Months
+1.05%
6 Months
+1.28%
YTD
+1.28%
1 Year
+3.90%
3 Years (annualized)
+7.70%
5 Years (annualized)
+6.57%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMZX 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
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📉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)
+1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-1.95%

SDMZX Mutual Fund Performance

SDMZX performance across multiple time periods: 1-month -1.29%, YTD 1.28%, 1-year 3.90%, 3-year 7.70%, 5-year 6.57%, 10-year 4.82%.

SDMZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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