SDYYX Mutual Fund

SDYYX Mutual Fund

NAV$18.62
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Returns Overview

1 Month
-1.27%
3 Months
+14.58%
6 Months
+8.38%
YTD
+8.06%
1 Year
+20.52%
3 Years (annualized)
+16.17%
5 Years (annualized)
+10.06%
10 Years (annualized)
+13.26%

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)
+8.06%
Peer Avg (YTD)
+9.51%
vs Peers
-1.45%

SDYYX Mutual Fund Performance

SDYYX performance across multiple time periods: 1-month -1.27%, YTD 8.06%, 1-year 20.52%, 3-year 16.17%, 5-year 10.06%, 10-year 13.26%.

SDYYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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