SDMAX Mutual Fund

NAV$8.84

Returns Overview

1 Month
-0.34%
3 Months
-0.67%
6 Months
-1.34%
YTD
-1.34%
1 Year
+3.69%
3 Years (annualized)
+7.48%
5 Years (annualized)
+6.28%
10 Years (annualized)
+4.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
+3.23%
vs Peers
-4.57%

SDMAX Mutual Fund Performance

SDMAX performance across multiple time periods: 1-month -0.34%, YTD -1.34%, 1-year 3.69%, 3-year 7.48%, 5-year 6.28%, 10-year 4.45%.

SDMAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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