SDSAX Mutual Fund

SDSAX Mutual Fund

NAV$4.77
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Returns Overview

1 Month
-2.27%
3 Months
-2.35%
6 Months
-0.00%
YTD
-0.43%
1 Year
+0.91%
3 Years (annualized)
+6.78%
5 Years (annualized)
+2.16%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDSAX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
-1.59%
vs Peers
+1.16%

SDSAX Mutual Fund Performance

SDSAX performance across multiple time periods: 1-month -2.27%, YTD -0.43%, 1-year 0.91%, 3-year 6.78%, 5-year 2.16%, 10-year 3.28%.

SDSAX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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