SSDSX Mutual Fund

NAV$44.12

Returns Overview

1 Month
+8.50%
3 Months
+25.24%
6 Months
+24.01%
YTD
+22.59%
1 Year
+36.84%
3 Years (annualized)
+14.23%
5 Years (annualized)
+4.41%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+22.59%
Peer Avg (YTD)
+18.52%
vs Peers
+4.07%

SSDSX Mutual Fund Performance

SSDSX performance across multiple time periods: 1-month 8.50%, YTD 22.59%, 1-year 36.84%, 3-year 14.23%, 5-year 4.41%, 10-year 9.55%.

SSDSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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