SLDAX Mutual Fund

SLDAX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
-4.58%
3 Months
-7.75%
6 Months
-6.06%
YTD
-6.72%
1 Year
-7.19%
3 Years (annualized)
+2.83%
5 Years (annualized)
-4.11%
10 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLDAX 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 Barclays US Long Credit A+ Index(^BBULCRA+)
This Mutual Fund (YTD)
-6.72%
Peer Avg (YTD)
+0.50%
vs Peers
-7.21%

SLDAX Mutual Fund Performance

SLDAX performance across multiple time periods: 1-month -4.58%, YTD -6.72%, 1-year -7.19%, 3-year 2.83%, 5-year -4.11%, 10-year 0.89%.

SLDAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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