SSDIX Mutual Fund

SSDIX Mutual Fund

NAV$40.35
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Returns Overview

1 Month
-5.21%
3 Months
-10.00%
6 Months
+12.69%
YTD
+10.29%
1 Year
+12.26%
3 Years (annualized)
+12.48%
5 Years (annualized)
+2.87%
10 Years (annualized)
+8.28%

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)
+10.29%
Peer Avg (YTD)
+10.34%
vs Peers
-0.05%

SSDIX Mutual Fund Performance

SSDIX performance across multiple time periods: 1-month -5.21%, YTD 10.29%, 1-year 12.26%, 3-year 12.48%, 5-year 2.87%, 10-year 8.28%.

SSDIX returns trail the peer average of 10.34% 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.