SDMVX

Mutual fund

$9.91 +$0.02 (+0.20%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jul 14, 2026

Range since Jul 14, 2026

Low $9.88High $10.03

Has SDMVX beaten the S&P 500?

Since Jul 14, 2026 (to Oct 19, 2026), SDMVX returned +0.2%; the S&P 500 (SPY) returned +2.2%.

Key figures vs the S&P 500

Return 
SDMVX
+0.2%
S&P 500
+2.2%

Not annualized (under a year)

Largest decline 
SDMVX
1.3%
S&P 500
3.4%
Risk-adjusted return 
SDMVX
-1.05
S&P 500
0.42
Downside risk-adjusted return 
SDMVX
-1.58
S&P 500
0.71

Jul 14, 2026 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSDMVXS&P 500
1 month +0.6% +0.6%

Largest decline (max drawdown, since Jul 2026): 1.3%

How are your investments doing?

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