SDSAX Mutual Fund

NAV$4.94

Returns Overview

1 Month
+0.40%
3 Months
+2.40%
6 Months
+1.96%
YTD
+1.96%
1 Year
+5.68%
3 Years (annualized)
+7.09%
5 Years (annualized)
+2.35%
10 Years (annualized)
+3.67%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.96%
Peer Avg (YTD)
+0.99%
vs Peers
+0.97%

SDSAX Mutual Fund Performance

SDSAX performance across multiple time periods: 1-month 0.40%, YTD 1.96%, 1-year 5.68%, 3-year 7.09%, 5-year 2.35%, 10-year 3.67%.

SDSAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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