SDTRX Mutual Fund

SDTRX Mutual Fund

NAV$10.35
See how much of SDTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDTRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Moderate Index(^SPTGMU:SP)

SDTRX Mutual Fund Performance

SDTRX performance across multiple time periods: 1-month -1.95%.

SDTRX returns can be compared against peers and benchmarks. With an expense ratio of 2.58%, investors should weigh costs against performance when evaluating this mutual fund.

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