SSDEX Mutual Fund

NAV$18.65

Returns Overview

1 Month
-0.22%
3 Months
+11.76%
6 Months
+10.29%
YTD
+9.76%
1 Year
+20.97%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.16%
10 Years (annualized)
+11.13%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+7.64%
vs Peers
+2.12%

SSDEX Mutual Fund Performance

SSDEX performance across multiple time periods: 1-month -0.22%, YTD 9.76%, 1-year 20.97%, 3-year 16.44%, 5-year 8.16%, 10-year 11.13%.

SSDEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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