SSDEX Mutual Fund

SSDEX Mutual Fund

NAV$18.79
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Returns Overview

1 Month
-0.81%
3 Months
+2.98%
6 Months
+6.34%
YTD
+8.87%
1 Year
+19.11%
3 Years (annualized)
+14.92%
5 Years (annualized)
+7.87%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.99%
vs Peers
+1.88%

SSDEX Mutual Fund Performance

SSDEX performance across multiple time periods: 1-month -0.81%, YTD 8.87%, 1-year 19.11%, 3-year 14.92%, 5-year 7.87%, 10-year 10.61%.

SSDEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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