SNDPX Mutual Fund

SNDPX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
+0.49%
3 Months
+1.43%
6 Months
+1.53%
YTD
+1.53%
1 Year
+5.16%
3 Years (annualized)
+3.75%
5 Years (annualized)
+1.44%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SNDPX 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 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+1.79%
vs Peers
-0.26%

SNDPX Mutual Fund Performance

SNDPX performance across multiple time periods: 1-month 0.49%, YTD 1.53%, 1-year 5.16%, 3-year 3.75%, 5-year 1.44%, 10-year 1.62%.

SNDPX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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