SDAAX Mutual Fund

SDAAX Mutual Fund

NAV$16.99
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Returns Overview

1 Month
-0.60%
3 Months
+1.58%
6 Months
+12.31%
YTD
+6.78%
1 Year
+9.87%
3 Years (annualized)
+13.63%
5 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDAAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+5.40%
vs Peers
+1.38%

SDAAX Mutual Fund Performance

SDAAX performance across multiple time periods: 1-month -0.60%, YTD 6.78%, 1-year 9.87%, 3-year 13.63%, 5-year 6.99%.

SDAAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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