SDYAX Mutual Fund

SDYAX Mutual Fund

NAV$18.22
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Returns Overview

1 Month
+0.45%
3 Months
+3.79%
6 Months
+7.61%
YTD
+8.39%
1 Year
+18.24%
3 Years (annualized)
+18.29%
5 Years (annualized)
+12.17%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDYAX 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
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📉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 Total Return
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+9.41%
vs Peers
-1.02%

SDYAX Mutual Fund Performance

SDYAX performance across multiple time periods: 1-month 0.45%, YTD 8.39%, 1-year 18.24%, 3-year 18.29%, 5-year 12.17%, 10-year 14.10%.

SDYAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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