SDLAX Mutual Fund

SDLAX Mutual Fund

NAV$20.92
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Returns Overview

1 Month
-0.99%
3 Months
+0.77%
6 Months
+4.68%
YTD
+9.65%
1 Year
+10.44%
3 Years (annualized)
+22.94%
5 Years (annualized)
+11.90%
10 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDLAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+10.80%
vs Peers
-1.15%

SDLAX Mutual Fund Performance

SDLAX performance across multiple time periods: 1-month -0.99%, YTD 9.65%, 1-year 10.44%, 3-year 22.94%, 5-year 11.90%, 10-year 15.08%.

SDLAX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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