Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SECYX (SDIT ULTRA SHORT DURATION BOND FUND CLASS Y) | 0.90% | 3.76% | 5.07% | 3.23% | 2.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECYX (SDIT ULTRA SHORT DURATION BOND FUND CLASS Y) | 09/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.76 | 5.07 | 3.23 | 2.56 | NA | NA | … | … | 0.90 | 4.83 | 5.57 | 5.92 | -0.77 | 0.10 | 1.93 | 3.28 | 1.70 | 1.80 | 1.49 | -0.09 |
| Sharpe Ratio | NA | 1.11 | 1.27 | 0.51 | 0.74 | NA | NA | … | … | -0.22 | 1.33 | 1.20 | 1.41 | -2.05 | 0.12 | 0.84 | 1.79 | 0.41 | 1.69 | 2.16 | -0.48 |
| Standard Deviation(%) | NA | 1.43 | 1.54 | 1.38 | 1.27 | NA | NA | … | … | 1.29 | 1.47 | 1.63 | 1.62 | 1.08 | 0.61 | 1.99 | 1.01 | 0.78 | 0.68 | 0.59 | 0.67 |
| Draw Down(%) | NA | 0.53 | 0.53 | 2.19 | 4.36 | NA | NA | … | … | 0.53 | 0.32 | 0.32 | 0.33 | 1.93 | 0.32 | 4.36 | 0.11 | 0.22 | 0.11 | 0.21 | 0.22 |
| Yield(%) | 0.00 | 3.80 | 4.36 | 3.20 | 2.50 | 1.72 | 1.29 | … | … | 1.32 | 4.29 | 4.69 | 4.04 | 1.47 | 0.73 | 1.57 | 2.60 | 2.22 | 1.47 | 1.16 | 0.24 |
Data as of 06/04/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECYX (SDIT ULTRA SHORT DURATION BOND FUND CLASS Y) |
0.17%
Oct 2019 – Oct 2022 |
1.07%
Oct 2017 – Oct 2022 |
2.47%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECYX (SDIT ULTRA SHORT DURATION BOND FUND CLASS Y) |
5.51%
Oct 2022 – Oct 2025 |
3.24%
Apr 2021 – Apr 2026 |
2.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart