SDMZX Mutual Fund

SDMZX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-0.06%
3 Months
+0.38%
6 Months
+0.73%
YTD
+1.22%
1 Year
+3.67%
3 Years (annualized)
+5.81%
5 Years (annualized)
+2.86%
10 Years (annualized)
+2.97%

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
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)
+1.22%
Peer Avg (YTD)
+0.12%
vs Peers
+1.10%

SDMZX Mutual Fund Performance

SDMZX performance across multiple time periods: 1-month -0.06%, YTD 1.22%, 1-year 3.67%, 3-year 5.81%, 5-year 2.86%, 10-year 2.97%.

SDMZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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