SSDWX Mutual Fund

SSDWX Mutual Fund

NAV$19.89
See how much of SSDWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.19%
3 Months
-0.65%
6 Months
+2.58%
YTD
+9.05%
1 Year
+10.69%
3 Years (annualized)
+20.05%
5 Years (annualized)
+7.65%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+6.70%
vs Peers
+2.35%

SSDWX Mutual Fund Performance

SSDWX performance across multiple time periods: 1-month -1.19%, YTD 9.05%, 1-year 10.69%, 3-year 20.05%, 5-year 7.65%, 10-year 11.01%.

SSDWX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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