SDSYX Mutual Fund

SDSYX Mutual Fund

NAV$4.77
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Returns Overview

1 Month
-0.42%
3 Months
-2.10%
6 Months
-1.63%
YTD
-0.59%
1 Year
-0.01%
3 Years (annualized)
+7.41%
5 Years (annualized)
+1.91%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDSYX 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)
-0.59%
Peer Avg (YTD)
-0.97%
vs Peers
+0.37%

SDSYX Mutual Fund Performance

SDSYX performance across multiple time periods: 1-month -0.42%, YTD -0.59%, 1-year -0.01%, 3-year 7.41%, 5-year 1.91%, 10-year 3.16%.

SDSYX returns outperform the peer average of -0.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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