SDGFX Mutual Fund

SDGFX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-0.71%
3 Months
-0.32%
6 Months
+0.15%
YTD
+0.41%
1 Year
+1.67%
3 Years (annualized)
+4.62%
5 Years (annualized)
+1.96%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+0.64%
vs Peers
-0.23%

SDGFX Mutual Fund Performance

SDGFX performance across multiple time periods: 1-month -0.71%, YTD 0.41%, 1-year 1.67%, 3-year 4.62%, 5-year 1.96%, 10-year 1.75%.

SDGFX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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