SDMQX Mutual Fund

NAV$8.83

Returns Overview

1 Month
-1.40%
3 Months
+0.95%
6 Months
+1.20%
YTD
+1.31%
1 Year
+3.97%
3 Years (annualized)
+7.78%
5 Years (annualized)
+6.56%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+3.23%
vs Peers
-1.91%

SDMQX Mutual Fund Performance

SDMQX performance across multiple time periods: 1-month -1.40%, YTD 1.31%, 1-year 3.97%, 3-year 7.78%, 5-year 6.56%, 10-year 4.77%.

SDMQX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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