SDFSX Mutual Fund

SDFSX Mutual Fund

NAV$21.13
See how much of SDFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.53%
3 Months
-5.49%
6 Months
-5.45%
YTD
+11.08%
1 Year
+12.87%
3 Years (annualized)
+19.42%
5 Years (annualized)
+6.80%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDFSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+14.00%
vs Peers
-2.92%

SDFSX Mutual Fund Performance

SDFSX performance across multiple time periods: 1-month 1.53%, YTD 11.08%, 1-year 12.87%, 3-year 19.42%, 5-year 6.80%, 10-year 9.82%.

SDFSX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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