SDMVX Mutual Fund

NAV$9.91

Returns Overview

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDMVX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)

SDMVX Mutual Fund Performance

SDMVX performance across multiple time periods: data pending.

SDMVX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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