SDVRX Mutual Fund

SDVRX Mutual Fund

NAV$34.01
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Returns Overview

1 Month
-3.35%
3 Months
+0.80%
6 Months
+15.32%
YTD
+18.61%
1 Year
+23.49%
3 Years (annualized)
+18.04%
5 Years (annualized)
+9.97%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDVRX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.61%
Peer Avg (YTD)
+6.72%
vs Peers
+11.89%

SDVRX Mutual Fund Performance

SDVRX performance across multiple time periods: 1-month -3.35%, YTD 18.61%, 1-year 23.49%, 3-year 18.04%, 5-year 9.97%, 10-year 8.67%.

SDVRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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