SDMCX Mutual Fund

SDMCX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
-1.05%
3 Months
-0.89%
6 Months
-0.24%
YTD
-0.27%
1 Year
+0.90%
3 Years (annualized)
+5.77%
5 Years (annualized)
+5.45%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMCX 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)
-0.27%
Peer Avg (YTD)
+0.50%
vs Peers
-0.77%

SDMCX Mutual Fund Performance

SDMCX performance across multiple time periods: 1-month -1.05%, YTD -0.27%, 1-year 0.90%, 3-year 5.77%, 5-year 5.45%, 10-year 3.60%.

SDMCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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