SDVRX Mutual Fund

SDVRX Mutual Fund

NAV$33.38
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Returns Overview

1 Month
+0.98%
3 Months
+7.89%
6 Months
+14.89%
YTD
+23.93%
1 Year
+29.60%
3 Years (annualized)
+18.04%
5 Years (annualized)
+9.97%
10 Years (annualized)
+8.67%

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
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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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+23.93%
Peer Avg (YTD)
+9.89%
vs Peers
+14.04%

SDVRX Mutual Fund Performance

SDVRX performance across multiple time periods: 1-month 0.98%, YTD 23.93%, 1-year 29.60%, 3-year 18.04%, 5-year 9.97%, 10-year 8.67%.

SDVRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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