SNDPX Mutual Fund

SNDPX Mutual Fund

NAV$13.79
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Returns Overview

1 Month
+2.75%
3 Months
-0.05%
6 Months
-0.36%
YTD
+0.35%
1 Year
+0.89%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.31%
10 Years (annualized)
+1.74%

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
PROUpgrade to run
🏦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)
+0.35%
Peer Avg (YTD)
-0.87%
vs Peers
+1.21%

SNDPX Mutual Fund Performance

SNDPX performance across multiple time periods: 1-month 2.75%, YTD 0.35%, 1-year 0.89%, 3-year 4.25%, 5-year 1.31%, 10-year 1.74%.

SNDPX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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