SDHIX Mutual Fund

SDHIX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-3.03%
3 Months
-3.57%
6 Months
-1.78%
YTD
-2.31%
1 Year
-1.66%
3 Years (annualized)
+3.82%
5 Years (annualized)
+0.74%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDHIX 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)
-2.31%
Peer Avg (YTD)
-3.84%
vs Peers
+1.53%

SDHIX Mutual Fund Performance

SDHIX performance across multiple time periods: 1-month -3.03%, YTD -2.31%, 1-year -1.66%, 3-year 3.82%, 5-year 0.74%, 10-year 1.20%.

SDHIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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