SDSAX Mutual Fund

SDSAX Mutual Fund

NAV$4.91
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Returns Overview

1 Month
-0.61%
3 Months
+0.39%
6 Months
+0.60%
YTD
+1.34%
1 Year
+4.68%
3 Years (annualized)
+6.51%
5 Years (annualized)
+2.16%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDSAX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+0.25%
vs Peers
+1.10%

SDSAX Mutual Fund Performance

SDSAX performance across multiple time periods: 1-month -0.61%, YTD 1.34%, 1-year 4.68%, 3-year 6.51%, 5-year 2.16%, 10-year 3.39%.

SDSAX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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