SDMGX Mutual Fund

SDMGX Mutual Fund

NAV$26.88
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Returns Overview

1 Month
-1.35%
3 Months
-2.32%
6 Months
+20.30%
YTD
+17.11%
1 Year
+27.35%
3 Years (annualized)
+24.02%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMGX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+20.48%
vs Peers
-3.37%

SDMGX Mutual Fund Performance

SDMGX performance across multiple time periods: 1-month -1.35%, YTD 17.11%, 1-year 27.35%, 3-year 24.02%, 5-year 9.19%, 10-year 10.15%.

SDMGX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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