SDSYX Mutual Fund

SDSYX Mutual Fund

NAV$4.94
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Returns Overview

1 Month
-0.57%
3 Months
+0.48%
6 Months
+0.78%
YTD
+1.54%
1 Year
+5.01%
3 Years (annualized)
+6.83%
5 Years (annualized)
+2.44%
10 Years (annualized)
+3.67%

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)
+1.54%
Peer Avg (YTD)
+0.25%
vs Peers
+1.30%

SDSYX Mutual Fund Performance

SDSYX performance across multiple time periods: 1-month -0.57%, YTD 1.54%, 1-year 5.01%, 3-year 6.83%, 5-year 2.44%, 10-year 3.67%.

SDSYX returns outperform the peer average of 0.25% 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.