SDMGX

Mutual fund

$25.91 +$0.32 (+1.25%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $22.07High $30.34

Has SDMGX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDMGX returned +16.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SDMGX
+16.2%
S&P 500
+16.6%
Largest decline 
SDMGX
15.7%
S&P 500
8.9%
Risk-adjusted return 
SDMGX
0.57
S&P 500
0.97
Downside risk-adjusted return 
SDMGX
0.81
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

PeriodSDMGXS&P 500
1 month -6.6% +0.6%
3 months -3.9% +3.4%
Year to date +11.3% +13.3%
1 year +16.2% +16.6%
3 years (annualized) +23.9% +23.1%

Volatility (1-year, annualized): 24.9% · Largest decline (max drawdown, since Oct 2021): 35.8%

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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