SDVRX Mutual Fund

NAV$34.18

Returns Overview

1 Month
+3.46%
3 Months
+14.41%
6 Months
+18.83%
YTD
+17.67%
1 Year
+30.33%
3 Years (annualized)
+19.56%
5 Years (annualized)
+13.32%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDVRX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.67%
Peer Avg (YTD)
+10.82%
vs Peers
+6.85%

SDVRX Mutual Fund Performance

SDVRX performance across multiple time periods: 1-month 3.46%, YTD 17.67%, 1-year 30.33%, 3-year 19.56%, 5-year 13.32%, 10-year 10.53%.

SDVRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

SDVRX performance comparison shows side-by-side returns with another fund. SDVRX alternatives are available in the Mutual Fund Screener.