SDYAX Mutual Fund

NAV$18.37

Returns Overview

1 Month
-1.33%
3 Months
+14.45%
6 Months
+8.24%
YTD
+7.91%
1 Year
+20.15%
3 Years (annualized)
+15.85%
5 Years (annualized)
+9.16%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDYAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.51%
vs Peers
-1.60%

SDYAX Mutual Fund Performance

SDYAX performance across multiple time periods: 1-month -1.33%, YTD 7.91%, 1-year 20.15%, 3-year 15.85%, 5-year 9.16%, 10-year 12.67%.

SDYAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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