SDVGX Mutual Fund

SDVGX Mutual Fund

NAV$18.57
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Returns Overview

1 Month
+2.55%
3 Months
+1.10%
6 Months
+6.92%
YTD
+10.16%
1 Year
+12.03%
3 Years (annualized)
+20.26%
5 Years (annualized)
+10.49%
10 Years (annualized)
+13.32%

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)
+10.16%
Peer Avg (YTD)
+9.28%
vs Peers
+0.88%

SDVGX Mutual Fund Performance

SDVGX performance across multiple time periods: 1-month 2.55%, YTD 10.16%, 1-year 12.03%, 3-year 20.26%, 5-year 10.49%, 10-year 13.32%.

SDVGX returns outperform the peer average of 9.28% 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.