SDGFX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+0.06%
3 Months
+0.45%
6 Months
+0.68%
YTD
+0.68%
1 Year
+2.95%
3 Years (annualized)
+4.73%
5 Years (annualized)
+1.90%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDGFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Treasury Index Total Return USD(^G1O2TR)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+1.92%
vs Peers
-1.24%

SDGFX Mutual Fund Performance

SDGFX performance across multiple time periods: 1-month 0.06%, YTD 0.68%, 1-year 2.95%, 3-year 4.73%, 5-year 1.90%, 10-year 1.70%.

SDGFX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

SDGFX performance comparison shows side-by-side returns with another fund. SDGFX alternatives are available in the Mutual Fund Screener.