SDHAX

Mutual fund

$13.79 -$0.01 (-0.07%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $13.53High $14.41

Has SDHAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDHAX returned +0.7%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SDHAX
+0.7%
S&P 500
+16.6%
Largest decline 
SDHAX
4.7%
S&P 500
8.9%
Risk-adjusted return 
SDHAX
-1.06
S&P 500
0.97
Downside risk-adjusted return 
SDHAX
-1.50
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSDHAXS&P 500
1 month -0.3% +0.6%
3 months -1.9% +3.4%
Year to date -0.2% +13.3%
1 year +0.7% +16.6%
3 years (annualized) +4.6% +23.1%

Volatility (1-year, annualized): 2.9% · Largest decline (max drawdown, since Oct 2021): 13.2%

How are your investments doing?

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