SDICX Mutual Fund

SDICX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
-2.90%
3 Months
-3.92%
6 Months
-3.25%
YTD
-3.46%
1 Year
-2.86%
3 Years (annualized)
+3.78%
5 Years (annualized)
-1.23%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDICX 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)
-3.46%
Peer Avg (YTD)
+0.50%
vs Peers
-3.96%

SDICX Mutual Fund Performance

SDICX performance across multiple time periods: 1-month -2.90%, YTD -3.46%, 1-year -2.86%, 3-year 3.78%, 5-year -1.23%, 10-year 1.38%.

SDICX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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