SDHMCX

Investment trust

$23.56 -$0.16 (-0.67%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $21.38High $24.26

Has SDHMCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDHMCX returned +7.7%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SDHMCX
+7.7%
S&P 500
+17.3%
Largest decline 
SDHMCX
7.2%
S&P 500
8.9%
Risk-adjusted return 
SDHMCX
0.41
S&P 500
1.13
Downside risk-adjusted return 
SDHMCX
0.61
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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Returns by period

PeriodSDHMCXS&P 500
1 month +0.1% +0.8%
3 months -2.9% +3.4%
Year to date +3.3% +13.3%
1 year +7.7% +17.3%

Volatility (1-year, annualized): 12.5% · Largest decline (max drawdown, since Jan 2025): 14.6%

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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