SDPSX Mutual Fund

SDPSX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-1.19%
3 Months
-1.09%
6 Months
-0.58%
YTD
+0.20%
1 Year
+0.43%
3 Years (annualized)
+4.74%
5 Years (annualized)
+2.45%
10 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDPSX 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)
+0.20%
Peer Avg (YTD)
+0.50%
vs Peers
-0.30%

SDPSX Mutual Fund Performance

SDPSX performance across multiple time periods: 1-month -1.19%, YTD 0.20%, 1-year 0.43%, 3-year 4.74%, 5-year 2.45%, 10-year 2.78%.

SDPSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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