SSDZX Mutual Fund

SSDZX Mutual Fund

NAV$38.65
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Returns Overview

1 Month
-1.56%
3 Months
-5.40%
6 Months
-1.06%
YTD
+8.60%
1 Year
+12.49%
3 Years (annualized)
+14.52%
5 Years (annualized)
+1.51%
10 Years (annualized)
+8.14%

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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+12.21%
vs Peers
-3.61%

SSDZX Mutual Fund Performance

SSDZX performance across multiple time periods: 1-month -1.56%, YTD 8.60%, 1-year 12.49%, 3-year 14.52%, 5-year 1.51%, 10-year 8.14%.

SSDZX returns trail the peer average of 12.21% 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.