SSDOX Mutual Fund

NAV$19.96

Returns Overview

1 Month
-0.15%
3 Months
+12.89%
6 Months
+11.36%
YTD
+10.73%
1 Year
+22.61%
3 Years (annualized)
+17.30%
5 Years (annualized)
+8.44%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDOX 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)
+10.73%
Peer Avg (YTD)
+7.64%
vs Peers
+3.09%

SSDOX Mutual Fund Performance

SSDOX performance across multiple time periods: 1-month -0.15%, YTD 10.73%, 1-year 22.61%, 3-year 17.30%, 5-year 8.44%, 10-year 11.15%.

SSDOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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