SDYYX Mutual Fund

SDYYX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+0.45%
3 Months
+3.88%
6 Months
+7.76%
YTD
+8.54%
1 Year
+18.55%
3 Years (annualized)
+18.59%
5 Years (annualized)
+12.44%
10 Years (annualized)
+14.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDYYX 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 Total Return
This Mutual Fund (YTD)
+8.54%
Peer Avg (YTD)
+9.41%
vs Peers
-0.87%

SDYYX Mutual Fund Performance

SDYYX performance across multiple time periods: 1-month 0.45%, YTD 8.54%, 1-year 18.55%, 3-year 18.59%, 5-year 12.44%, 10-year 14.38%.

SDYYX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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