SFDYX Mutual Fund

NAV$31.53

Returns Overview

1 Month
+1.66%
3 Months
+11.34%
6 Months
+14.07%
YTD
+12.90%
1 Year
+21.24%
3 Years (annualized)
+15.91%
5 Years (annualized)
+8.95%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFDYX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+10.82%
vs Peers
+2.08%

SFDYX Mutual Fund Performance

SFDYX performance across multiple time periods: 1-month 1.66%, YTD 12.90%, 1-year 21.24%, 3-year 15.91%, 5-year 8.95%, 10-year 10.97%.

SFDYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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