SDSYX Mutual Fund

SDSYX Mutual Fund

NAV$4.79
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Returns Overview

1 Month
+0.56%
3 Months
+0.41%
6 Months
+0.81%
YTD
+2.11%
1 Year
+4.15%
3 Years (annualized)
+7.09%
5 Years (annualized)
+2.44%
10 Years (annualized)
+3.56%

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)
+2.11%
Peer Avg (YTD)
+0.20%
vs Peers
+1.91%

SDSYX Mutual Fund Performance

SDSYX performance across multiple time periods: 1-month 0.56%, YTD 2.11%, 1-year 4.15%, 3-year 7.09%, 5-year 2.44%, 10-year 3.56%.

SDSYX returns outperform the peer average of 0.20% 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.