SDVGX Mutual Fund

SDVGX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
+1.95%
3 Months
+5.75%
6 Months
+7.12%
YTD
+8.96%
1 Year
+18.36%
3 Years (annualized)
+16.74%
5 Years (annualized)
+10.24%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDVGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.96%
Peer Avg (YTD)
+9.41%
vs Peers
-0.46%

SDVGX Mutual Fund Performance

SDVGX performance across multiple time periods: 1-month 1.95%, YTD 8.96%, 1-year 18.36%, 3-year 16.74%, 5-year 10.24%, 10-year 12.56%.

SDVGX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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