SDMCX Mutual Fund

NAV$8.84

Returns Overview

1 Month
-0.34%
3 Months
-0.79%
6 Months
-1.45%
YTD
-1.45%
1 Year
+2.90%
3 Years (annualized)
+6.66%
5 Years (annualized)
+5.45%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMCX 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)
-1.45%
Peer Avg (YTD)
+3.23%
vs Peers
-4.68%

SDMCX Mutual Fund Performance

SDMCX performance across multiple time periods: 1-month -0.34%, YTD -1.45%, 1-year 2.90%, 3-year 6.66%, 5-year 5.45%, 10-year 3.65%.

SDMCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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