SDFSX Mutual Fund

SDFSX Mutual Fund

NAV$20.55
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Returns Overview

1 Month
-5.45%
3 Months
-9.86%
6 Months
+2.72%
YTD
+7.74%
1 Year
+11.59%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDFSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+10.34%
vs Peers
-2.61%

SDFSX Mutual Fund Performance

SDFSX performance across multiple time periods: 1-month -5.45%, YTD 7.74%, 1-year 11.59%, 3-year 15.86%, 5-year 8.04%, 10-year 9.98%.

SDFSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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