SDHCX Mutual Fund

SDHCX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-3.10%
3 Months
-3.78%
6 Months
-2.20%
YTD
-2.73%
1 Year
-2.23%
3 Years (annualized)
+3.10%
5 Years (annualized)
-0.02%
10 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHCX 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)
-2.73%
Peer Avg (YTD)
-3.84%
vs Peers
+1.11%

SDHCX Mutual Fund Performance

SDHCX performance across multiple time periods: 1-month -3.10%, YTD -2.73%, 1-year -2.23%, 3-year 3.10%, 5-year -0.02%, 10-year 0.68%.

SDHCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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