SDACX Mutual Fund

SDACX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-0.69%
3 Months
+1.35%
6 Months
+11.85%
YTD
+6.13%
1 Year
+8.99%
3 Years (annualized)
+13.55%
5 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDACX 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)
+6.13%
Peer Avg (YTD)
+5.40%
vs Peers
+0.73%

SDACX Mutual Fund Performance

SDACX performance across multiple time periods: 1-month -0.69%, YTD 6.13%, 1-year 8.99%, 3-year 13.55%, 5-year 6.63%.

SDACX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.43%, investors should weigh costs against performance when evaluating this mutual fund.

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