SDMZX Mutual Fund

SDMZX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
+0.34%
3 Months
-0.21%
6 Months
+0.16%
YTD
+1.01%
1 Year
+1.92%
3 Years (annualized)
+5.50%
5 Years (annualized)
+2.93%
10 Years (annualized)
+2.89%

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)
+1.01%
Peer Avg (YTD)
+1.93%
vs Peers
-0.92%

SDMZX Mutual Fund Performance

SDMZX performance across multiple time periods: 1-month 0.34%, YTD 1.01%, 1-year 1.92%, 3-year 5.50%, 5-year 2.93%, 10-year 2.89%.

SDMZX returns trail the peer average of 1.93% 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.