SDHAX Mutual Fund

SDHAX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-3.05%
3 Months
-3.62%
6 Months
-1.86%
YTD
-2.40%
1 Year
-1.79%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.50%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHAX 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 Municipal Bond 1-8 Year Index
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
-3.84%
vs Peers
+1.44%

SDHAX Mutual Fund Performance

SDHAX performance across multiple time periods: 1-month -3.05%, YTD -2.40%, 1-year -1.79%, 3-year 3.65%, 5-year 0.50%, 10-year 0.79%.

SDHAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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