SSDIX Mutual Fund

SSDIX Mutual Fund

NAV$42.07
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Returns Overview

1 Month
-6.36%
3 Months
+4.58%
6 Months
+10.93%
YTD
+16.12%
1 Year
+26.53%
3 Years (annualized)
+11.05%
5 Years (annualized)
+3.34%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.12%
Peer Avg (YTD)
+15.31%
vs Peers
+0.81%

SSDIX Mutual Fund Performance

SSDIX performance across multiple time periods: 1-month -6.36%, YTD 16.12%, 1-year 26.53%, 3-year 11.05%, 5-year 3.34%, 10-year 8.24%.

SSDIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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