SSDAX Mutual Fund

NAV$40.92

Returns Overview

1 Month
+8.46%
3 Months
+25.16%
6 Months
+23.89%
YTD
+22.42%
1 Year
+36.47%
3 Years (annualized)
+13.92%
5 Years (annualized)
+4.11%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.42%
Peer Avg (YTD)
+18.52%
vs Peers
+3.89%

SSDAX Mutual Fund Performance

SSDAX performance across multiple time periods: 1-month 8.46%, YTD 22.42%, 1-year 36.47%, 3-year 13.92%, 5-year 4.11%, 10-year 9.26%.

SSDAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

SSDAX performance comparison shows side-by-side returns with another fund. SSDAX alternatives are available in the Mutual Fund Screener.