SSDZX Mutual Fund

SSDZX Mutual Fund

NAV$41.00
See how much of SSDZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.35%
3 Months
+4.59%
6 Months
+10.96%
YTD
+16.14%
1 Year
+26.59%
3 Years (annualized)
+11.12%
5 Years (annualized)
+3.40%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDZX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+15.31%
vs Peers
+0.83%

SSDZX Mutual Fund Performance

SSDZX performance across multiple time periods: 1-month -6.35%, YTD 16.14%, 1-year 26.59%, 3-year 11.12%, 5-year 3.40%, 10-year 8.30%.

SSDZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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