SDSCX Mutual Fund

SDSCX Mutual Fund

NAV$24.05
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Returns Overview

1 Month
-8.78%
3 Months
+1.87%
6 Months
-0.52%
YTD
+7.12%
1 Year
+13.25%
3 Years (annualized)
+9.91%
5 Years (annualized)
-0.87%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDSCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+15.31%
vs Peers
-8.19%

SDSCX Mutual Fund Performance

SDSCX performance across multiple time periods: 1-month -8.78%, YTD 7.12%, 1-year 13.25%, 3-year 9.91%, 5-year -0.87%, 10-year 11.03%.

SDSCX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

SDSCX vs another fund shows side-by-side returns. SDSCX alternatives are available in the Mutual Fund Screener.