SDYYX Mutual Fund

SDYYX Mutual Fund

NAV$18.64
See how much of SDYYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.09%
3 Months
+2.07%
6 Months
+16.96%
YTD
+10.30%
1 Year
+13.68%
3 Years (annualized)
+20.45%
5 Years (annualized)
+12.38%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDYYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+9.98%
vs Peers
+0.31%

SDYYX Mutual Fund Performance

SDYYX performance across multiple time periods: 1-month -1.09%, YTD 10.30%, 1-year 13.68%, 3-year 20.45%, 5-year 12.38%, 10-year 14.65%.

SDYYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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