SDSCX Mutual Fund

SDSCX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
-2.94%
3 Months
-6.25%
6 Months
-4.50%
YTD
-1.70%
1 Year
-1.45%
3 Years (annualized)
+15.10%
5 Years (annualized)
-2.77%
10 Years (annualized)
+11.43%

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)
-1.70%
Peer Avg (YTD)
+12.21%
vs Peers
-13.91%

SDSCX Mutual Fund Performance

SDSCX performance across multiple time periods: 1-month -2.94%, YTD -1.70%, 1-year -1.45%, 3-year 15.10%, 5-year -2.77%, 10-year 11.43%.

SDSCX returns trail the peer average of 12.21% 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.