SDMAX Mutual Fund

SDMAX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-0.98%
3 Months
-0.68%
6 Months
+0.31%
YTD
+0.48%
1 Year
+1.74%
3 Years (annualized)
+6.63%
5 Years (annualized)
+6.29%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMAX 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 Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.50%
vs Peers
-0.02%

SDMAX Mutual Fund Performance

SDMAX performance across multiple time periods: 1-month -0.98%, YTD 0.48%, 1-year 1.74%, 3-year 6.63%, 5-year 6.29%, 10-year 4.41%.

SDMAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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