SSDQX Mutual Fund

SSDQX Mutual Fund

NAV$20.27
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Returns Overview

1 Month
-0.10%
3 Months
+13.01%
6 Months
+11.49%
YTD
+10.87%
1 Year
+22.89%
3 Years (annualized)
+17.55%
5 Years (annualized)
+8.79%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDQX 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)
+10.87%
Peer Avg (YTD)
+7.64%
vs Peers
+3.23%

SSDQX Mutual Fund Performance

SSDQX performance across multiple time periods: 1-month -0.10%, YTD 10.87%, 1-year 22.89%, 3-year 17.55%, 5-year 8.79%, 10-year 11.56%.

SSDQX 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.

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