SDHCCX

Investment trust

$20.02 -$0.07 (-0.35%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $18.67High $20.55

Has SDHCCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDHCCX returned +5.9%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SDHCCX
+5.9%
S&P 500
+17.3%
Largest decline 
SDHCCX
5.4%
S&P 500
8.9%
Risk-adjusted return 
SDHCCX
0.29
S&P 500
1.13
Downside risk-adjusted return 
SDHCCX
0.43
S&P 500
1.74

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodSDHCCXS&P 500
1 month 0.0% +0.8%
3 months -2.6% +3.4%
Year to date +2.4% +13.3%
1 year +5.9% +17.3%

Volatility (1-year, annualized): 9.3% · Largest decline (max drawdown, since Jan 2025): 11.4%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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