SLDAX Mutual Fund

SLDAX Mutual Fund

NAV$7.12
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Returns Overview

1 Month
-4.03%
3 Months
-2.56%
6 Months
-3.35%
YTD
-2.97%
1 Year
+0.09%
3 Years (annualized)
+1.97%
5 Years (annualized)
-4.08%
10 Years (annualized)
+1.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLDAX 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
Bloomberg Barclays US Long Credit A+ Index(^BBULCRA+)
This Mutual Fund (YTD)
-2.97%
Peer Avg (YTD)
+0.12%
vs Peers
-3.09%

SLDAX Mutual Fund Performance

SLDAX performance across multiple time periods: 1-month -4.03%, YTD -2.97%, 1-year 0.09%, 3-year 1.97%, 5-year -4.08%, 10-year 1.03%.

SLDAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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